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Technology Stocks : Disk Drive Sector Discussion Forum -- Ignore unavailable to you. Want to Upgrade?

To: Pierre-X who wrote (2064)	1/5/1998 3:21:00 AM
From: Z Analyzer	Read Replies (1) \| Respond to of 9256

<<How is that different? In technology you need to develop a new product every 9 months because the old one becomes obsolete>> Unlike oil wells where exploration booms during good times and almost totally dries up during bad, disk drive program investment must take place in good or bad if you wish to remain in business. In effect, capacity expansions are probably like the oil well analogy, but program research and development (which I believe is a much larger component of expense) should be relatively independent of current conditions.