Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Seagate Technology -- Ignore unavailable to you. Want to Upgrade?

To: Dwayne Hines who wrote (7779)	6/25/2011 3:56:09 PM
From: Sam	Respond to of 7841

I'm not sure I understand what you are saying there. Hybrids can be faster than HDs (but I have seen reviews that say that they aren't really much faster), but they still have heat issues. We'll see. I wouldn't buy STX on the basis of selling hybrids into the tablet sector. I would buy them for a trade on the basis of a shortage of HDs, due to all the consolidation that is ongoing and the fact that the remaining two companies, STX and WDC, in the HD sector (assuming of course that the mergers get approved) are actually interested in making money, first and foremost. They need each other and they need to survive the coming onslaught of SSDs. I don't think for a second that SSDs are going to take over the HD market entirely or even close--it is too big for that to happen, at least any time soon, Luczo is right about that, IMHO. SSDs are still too expensive and it would be impossible for the NAND vendors to produce enough of them in any case. My thesis is that both SSDs and HDs can survive quite profitably for at least the next 3-5 years and maybe much longer than that, depending on how the cost curve for and production capacity for SSDs go. Tape has not been completely eliminated by drives, and HDs won't be eliminated by flash. At least not for a longer time than the vast majority of investors think about.