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To: Sam Citron who wrote (6812)	9/12/2003 1:28:18 AM
From: Sarmad Y. Hermiz	Respond to of 13403

>> I did not realize that Apple, whose iPods use Toshiba 1.8" drives exclusively, was a part of the kairetsu. OK, I guess we have to go through the whole explanation from A to Z. Making just a few drives for the few dozen iPods that Apple sells per year is not economical. A drive maker has to have a large committed customer before they spend their first $billion on plant and equipment. So as much as Apple might be beloved, there would not be a disk drive industry if it had to depend on Apple's iPod. >> Now there is much talk of 1" HDDs. IBM had 100% of the 1" micro drive. But it sold it to Hitachi along with all their storage operation, including the privilege of losing $600m/year on disk drives. To their credit, Hitachi managed to reduce the loss to $400m this past year. I tried to re-find the link to detailed Hitachi financial report. But so far have not. Very likely Gus knows the exact amount without needing to look it up. I guess today it was Maxtor's turn to be in the lead.