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

To: Mark Oliver who wrote (3810)	6/25/1998 1:23:00 PM
From: Gottfried	Read Replies (1) \| Respond to of 9256

Mark, you said >when asked for his projection on the ratio of storage off the desktop, he's seeing 2 drives sold for each PC unit. That's one in the box and one out. So, this is an increase from 1.6 that I had been reading before.< I heard him [Geenen] say he found a ratio of two hard to believe. I didn't write this down in my notes. When Jim Porter talked, about a year ago, HE predicted a ratio of two. I think we better assume a ratio < 2. GM

To: Mark Oliver who wrote (3810)	6/25/1998 6:27:00 PM
From: Stitch	Respond to of 9256

Mark, <<A single interesting comment with no elaboration was aluminum media is under assault. Glass 95mm media dynamic loaders? Maybe Stitch can flesh this out.>> Exactly. IBM has endorsed dynamic load and will go 100% dynamic load on all new designs. The reason is simple. To get to higher areal densities (pack more bits in the same amount of space) you have to have a much much smoother disk. So smooth the heads will jo block (stick) if they rest on the disk when the drive is powered up. In addition elimination of a "landing zone" allows a few more tracks to be used for data. Glass substrates are much smoother then aluminum. This, incidentally, may be the one possible saving grace in Komag's situation. They have far more experience with glass then HMTT (through their partnership with Asahii). Best, Stitch