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

To: Chuck Bleakney who wrote (3649)	6/12/1998 10:45:00 AM
From: Mark Oliver	Read Replies (3) \| Respond to of 9256

So what do you feel is the floor on a low tech 1 to 2 gig hard drive? Assume falling edge heads and media, a old slower proven motor, totally a cost based drive with no intention of going for anything but price. Looks like companies have too much old capacity and no buyers as they chase the higher end systems, but it's clear that the low end is coming. If one of these companies has expensed their equipment, or even gets bought for 10 cents on the dollar for their old line, that would give a pretty cheap manufacturing cost. Komag and APM with unwanted production lines come to mind. Then, you go for price. Could you make it for less than$30 or $25? Something has to break to fill the need for set top boxes and computers under $300, and perhaps going to under $199. I have a 1.4 gig drive in my laptop and it's my main computer. While it would be cool to have a bigger drive, so far I haven't hit capacity yet in nearly 2 years. My point is that the Disk Trend report totally discounts the need for ultra cheap sub 2 gig drives. That doesn't seem realistic with the commoditization of the PC. By the way, if you had to guess, what are cost of components in a drive after heads and media? How low could you go if you threw away the mentality to make the biggest and baddest. Regards, Mark