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Technology Stocks : Western Digital (WDC) -- Ignore unavailable to you. Want to Upgrade?

To: Sarmad Y. Hermiz who wrote (11025)	5/16/2008 5:39:43 PM
From: Sam Citron	Respond to of 11057

EMC just recently purchased Iomega. Does that provide them with the vertical integration they need, or would STX still be a nice complement? I would like to see the HDD makers innovate their way out of the dilemma by coming up with new product categories that use their disk drives. I thought WDC's My DVR plugging into a Tivo or Direct TV DVR's USB port to extend storage capacity was a clever idea. Something a bit more radical might be an EyePod, for example. This would be a removable drive that I carry around with me connected not to a headphone for listening to music, but a portable head mounted display unit for reading text when it is not convenient for me to be at my laptop. I tend to download lots of information during the day but rarely do I get the time to do more than a quick skim of the material. If I had an EyePod, I could read such info while exercising, commuting via bus or subway, etc. Perhaps this is too Jetson-like... Sam

To: Sarmad Y. Hermiz who wrote (11025)	5/17/2008 6:57:17 AM
From: Pigboy	Read Replies (1) \| Respond to of 11057

<< I really think companies such as EMC and Seagate should merge. That would be a natural fit, and it would be beneficial vertical integration. But so far, no one has done any storage acquisitions. >> I disagree. I believe EMC wants to be more about software where the gross margins are higher. Seagate is more about hardware. Always will be imo. STX is in more of a commodity biz and their GMs are half that of EMCs. I've believed for years that EMC should eventually merge with CSCO (who also wants to be more about their software running networks and has even higher GMs than EMC). It seems to me that the LAN and WAN and SAN is all eventually converging anyways (the technologies such as FC and Ethernet are already overlapping). Probably a naive viewpoint but I still have it nonetheless. ;)