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

To: La Traguhs who wrote (4235)	8/24/1998 7:32:00 PM
From: Stitch	Read Replies (1) \| Respond to of 9256

LT, <<They're looking at having merchant media folks build the entire removable cartridge for them.>> Actually not the first time its been done. Few knew about it but Seagate media had a merchant charter from their board of directors for a while. It was part of a plan by Conner media at the time Seagate took it over. One piece of business was to build media and cartridge for IOMEGA. It lasted only a few months. I have looked hard at the removable cartridge market which has diverged into a low end, floppy replacement market and a high end market. I am pretty impressed with the possibilities (aside from the silly claims by anyone that removable will replace HDDs). The numbers look good on a forecast basis and there are applications galore for these devices. I am very impressed with Castlewood's specs. I agree with you. Execution in manufacturing and OEM quals are the two important factors now. Best, Stitch