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

To: Stitch who wrote (3074)	4/26/1998 9:52:00 PM
From: Kurthend	Read Replies (1) \| Respond to of 9256

Stich, Thanks for the response. I read your message on the APM thread. I may disagree with your statement concerning --Long term demand will continue to decline. I agree only to the extent that demand may decline to a certain point but definitely not into single digits (I know that you never mentioned single digits:)). Below is a site for the forecast of Computer and office equipment demand for the next few years: eb-mag.com They mention a growth rate of I believe 35-40% over the last three years and a growth rate over the next 1.5 years in the high 20s. I also just read (sorry but I can't recall the web site - it may have been in last month's electronic business magazine on the net) that although sales decline in late 97 early 98 in Asia by approximately 5%, China increased their orders (or the sales to China) by approximately 40%. Anyway, thanks for response and you are unfortunately right about the trend of fewer heads and platters in disk drives. Kurt