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 : INVX Innovex Comdex Winner !! -- Ignore unavailable to you. Want to Upgrade?

To: Mark Oliver who wrote (1970)	1/4/1998 1:45:00 PM
From: Z Analyzer	Read Replies (1) \| Respond to of 3029

<<I find the fact that Seagate would use HIF in their Cheetha product very telling. >> HTCH will tell you that SEG is evaluating TSA for next gen Cheetah due to flying heihgt inconsistancies.

To: Mark Oliver who wrote (1970)	1/7/1998 12:38:00 AM
From: Gus	Respond to of 3029

But, please let me know if you've heard more about whether Fujitsu has been supplying others, or even moved to Pico-cap for their entire product line. Do you have any word about cost? Do you believe them? Is it really better? Sure thing, Mark. As far as cost goes, in the article Fujitsu is claiming that the cost of each pico-cap suspension is about 80 cents. How does that compare to HIF and TSA? I agree with you about the significance of SEG's use of HIF in the second-generation Cheetahs. SEG believes that they can expand the market for these drives, although, with 3 other competing 10,000 rpm drives -- IBM, Fujitsu, and Hitachi -- I'm not entirely convinced that SEG can sustain much of a premium for long especially since the 3 other 10,000 rpm drives have inferior specs and will most likely be priced below the Cheetahs. That shouldn't concern INVX too much though, because the important thing is to give HIF a track record and 10,000 rpm is only the start. Check out this 8/29/97 survey of 10,000 rpm and above drive programs in the pipeline. ...The key to improved rotational velocities is higher RPM motors for the drives. There are 5 to 6 disk drive development programs targeted at rotational speeds higher than 10,000 RPM, according to Waid who runs the annual Head/Media Conference in Las Vegas for disk component manufacturers that produce all the hardware used by disk subsystem providers. (Editor's Note: The most aggressive disk drive development programs under way today use a 14,400 RPM motor. The 14,400 RPM configuration is not announced, but Seagate and Quantum are two of the disk drive companies developing drives which will use these motors... Whither Storage Data Rates? or Revving up for Faster Drive RPMs storage.digital.com Most probably, the 5 or 6 drive makers refer to SEG, IBM, QNTM, WDC, Fujitsu and Hitachi. Gus