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

To: Stitch who wrote (3618)6/11/1998
From: Gottfried  Read Replies (1) | Respond to of 9256
 
Stitch, you said >I think the real fulcrum in this market is in the heads and media.<

True. How many on this thread can name the R/W channel
suppliers? (I can't)
It doesn't really matter whether Cramer says it's easy
to make DDs. I just resent that he says it. And
I resent that the companies making these technology
marvels are treated so shabbily by their customers and
by the stock market.

So, what is a typical flying height these days? 1 microinch?

GM



To: Stitch who wrote (3618)6/11/1998 6:28:00 AM
From: shane forbes  Respond to of 9256
 
(np)

Stitch:

I agree. When I read the 'disk drives aren't that hard to make' part by Cramer, the way I saw it was that Cramer meant that there aren't high barriers to entry.

The corollary is that the value added portion is low which implies product differentiation is low which in turn implies the little boys can hurt the big boys if they do the right things at the right time (and get a bit lucky)...

Shane.


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