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

To: Sam who wrote (3822)	6/25/1998 5:28:00 PM
From: Gottfried	Read Replies (1) \| Respond to of 9256

Sam, sounds like a processor that replaces the entire R/W and servo channel. No harm in that, as new parameters can be programmed in, hence flexibility. GM

To: Sam who wrote (3822)	6/25/1998 6:51:00 PM
From: Stitch	Respond to of 9256

Sam, <<Any opinions on this allegedly "revolutionary" step in mass storage systems, according to Lucent and Cirrus?>> One way to view this movement towards the ARM open architecture is as follows: In the past when I have stated that disk drive design and assembly was relatively easy and that the real fulcrum in the DD market was head/media design and build I always had to add a note of exception with reference to the channel designers. Widespread adaption of ARM's open architecture would lead me to omit that exception. Thus disk drive market fulcrum becomes even more focused on distribution channel adroitness, assembly logistics such as location and cost, new design response time (which will be faster), etc etc and less dependent on how to squeeze more bits out of a read/write channel. Best, Stitch

To: Sam who wrote (3822)	6/26/1998 3:09:00 PM
From: Mark Oliver	Respond to of 9256

This seems like a big announcement. Looks like some companies are going to loose some business supplying chips. Who would that be? I think perhaps LSI, TI and maybe Phillips? Seagate is currently a large customer to LSI. I did notice ARMHY was up about $5. Sound like the Rambus of DSP. Might be a good investment, but then I've done no research what so ever to back that up. I do know they have a large place in the world providing IP to users of ARM technology. Also, this should provide a next leg on to lower cost drives. I guess that is good? Regards, Mark