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


To: art slott who wrote (2044)12/30/1997 12:11:00 PM
From: Jim Patterson  Read Replies (1) | Respond to of 8218
 
IBM's new storage ?

has anyone given thought to the point where Disk storage does the same thing that DRAM storage did.
That is basicaly over capacity. Capicity is growing 60% per year.
I know there are places were they need Terrabyts,
but that is not much different from 1 GB Dram servers.

Most PC's can get by with 2-6 GB easy. Many with only 1GB.
With a cost per MB droping from $5.23 in 1991 to $0.10 in 1997,
is it posible that the lower higher volume end becomes like a DRAM market.
That would mean that there are some MU stock situations out there.

Of course if you look at WDC, I guess a lot has allready happened.

Jim