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Technology Stocks : EMC How high can it go? -- Ignore unavailable to you. Want to Upgrade?

To: Sam Citron who wrote (15558)	12/1/2003 2:16:18 AM
From: Gus	Read Replies (1) \| Respond to of 17183

Nice find, Sam. Storage is very strong and Japanese stocks are still under-owned by US funds so you have some kind of double whammy going there with the consumer electronics wild card threatening to turn it into a ribald triple whammy.<g> If my memory serves me right, the disk drive industry is expected to ship 240M+ units this year (vs 160M+ PCs, vs 450M+ cell phones, etc) so it would appear that Nidec has a certified lock on a very large market with very high technical barriers to entry. Seagate is generally considered to have the best experts in drive motor technology which is why they were able to lead the industry from 5400 rpm to 7200 rpm to 10k rpm to 15k rpm drives. However, even Seagate and some other US start-ups in the early to mid-90s couldn't get those damn motors to work without leaking. Seagate finally got its act together after turning to Nidec and a British midwife, if I recall correctly, to take a fresh look at this old ball bearing-related problem. Seagate first rolled out these new motors with a limited run of 7200 rpm drives in the late 90s before scaling the technology into their 10k rpm drive series.