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

To: Tom Simpson who wrote (3171)	5/1/1998 7:07:00 PM
From: Gottfried	Read Replies (1) \| Respond to of 9256

Tom and all, The Fool on APM... fool.com [snip] While industry analysts expect 15% long-term drive growth, component growth should be higher -- in the 20% to 40% range -- since the demand for storage is outpacing technological gains that boost the gigabytes per disk. That's the investment thesis for the component manufacturers, particularly the head makers. The problem is that IBM and others have taken the lead in rolling out MR heads.[snip] GM