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

To: Tom Simpson who wrote (3178)	5/1/1998 9:19:00 PM
From: Gottfried	Read Replies (1) \| Respond to of 9256

Tom, the paragraph in question (from the Motley Fool) bears some further discussion... 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. I had not given it any deep thought, but had assumed that drive makers would not want to increase average head content to keep costs low. The expected drive capacity increase would be attained as usual by increasing areal density. I'm not sure what OEMs pay per head/suspension , but my WAG is around $5. In addition, I remember that by 2000 two HDs are expected to be sold per PC. Does anyone know what the ratio is right now? So the Fool thinks the trend is toward more heads per drive. I wonder where they got that idea? I suppose Tom Porter could tell us. GM