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: Mark Oliver who wrote (3366)	5/20/1998 5:31:00 AM
From: Stitch	Read Replies (1) \| Respond to of 9256

Mark, <<But at some point, the room is just not big enough anymore.>> That's right and don't forget the HUGE amount of paper still out there. We are right to note the lack of apps but conversion to data bases and a myriad of information access needs will still be a large demand driver. Ultimately data storage will do very well and disk drives still look like the most economic and reliable way to store it. The hard part is picking the companies that can not only survive but thrive in the changing landscape. The underlying basis for data storage hasn't changed. Market factors have. Best, Stitch By the way...I choose Seagate as a survivor/thriver.

To: Mark Oliver who wrote (3366)	5/20/1998 11:41:00 AM
From: Mark Madden	Respond to of 9256

The managers that are reluctant to shed older drives are probably the same managers that bought minimum size and performance in their original drives. The low performance drives today are far superior to their original drives. Yet, purchasing low performance drives will just shorten the cycle until they need replacement again. If they wait for disk failure before replacing their old drives they are going to be in for a hard lesson unless they have a good backup system. A small drive can work as good as a large drive in a new computer. The difference will not have impact until the small drive runs out of space. I think the driving force for disk drive demand will be a combination of replacements for low performance computers purchased 2-3 years ago, replacements for high performance computers purchased 4-5 years ago and new computer users purchasing low performance computers today. Mark M.