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

To: LK2 who wrote (4157)	8/12/1998 8:51:00 AM
From: Gus	Read Replies (1) \| Respond to of 9256

Time for new cuss words.... TDK/ALPS ELEC TO BOOST OUTPUT OF GIANT MAGNETO-RESISTIVE HEADS TOKYO - TDK Corp [NYSE:TDK - news].(TSE:6762) and Alps Electric Co. (TSE:6770) will hike output of giant magneto-resistive heads for hard-disk drives to meet rising demand for the devices, company sources said. The audio and video equipment maker plans to boost monthly production from the current 2 million to 6-7 million heads by March 1999, and to 18-20 million by March 2000. Alps Electric recently began shipments of a new giant magneto-resistive head and plans to make 500,000 such heads a month by early next year, 8 million by October 1999, and 10-12 million by March 2000. Question: At what point will the central planners at MITI greenlight the addition of the disk drive assembly capacity to match all the disk drive recording head and platter (aluminum AND glass) capacity that various Japanese companies have added (and continue to add) over the past few years?

To: LK2 who wrote (4157)	8/12/1998 9:02:00 AM
From: Gus	Read Replies (2) \| Respond to of 9256

You gotta love Finis' nose for THE fastest growing segment of the disk drive biz... ....Sales of more profitable $1,000-plus PCs are expected to grow just 10% annually for the next five years, while bargain basement computers will surge an average 55%, says International Data Corp. FOR INTEL, IT'S NOT EASY BEING CHEAP After early stumbles, Intel shapes up its low-end game businessweek.com The next five years will see an exponential growth in bandwidth and the transition from 32 bit to 64 bit computing. Both may very well constitute the cavalry that will keep the remaining disk drive survivors from killing each other completely.