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: Sam who wrote (3365)	5/20/1998 5:25:00 AM
From: Stitch	Respond to of 9256

PX, Sam, P.S. Gillian Munson is a "she" A very comely she I might add. best, Stitch

To: Sam who wrote (3365)	5/20/1998 11:19:00 AM
From: Mark Madden	Respond to of 9256

True, there used to be many more HDD manufacturers but the fewer companies left today are much larger. The only large company I remember going under was Miniscribe. HP also had a short era of HDD's. I remember the periods of oversupply followed by periods of allocation (Short supply). The 15% to 18% annual growth rate they talk about is not straight line. The company going under in this cycle is Micropolis. Their business will hardly be noticed when distributed among the remaining manufacturers. I belive driving force for disk drives will be the sales of new computers. I also believe new computer sales are driven by computer replacements when their disk drives are short capacity. The deterioration of performance is gradual as higher performance becomes the norm. The shortage of disk space is sudden and can not be tolerated for long. Mark M.