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Technology Stocks : Seagate Technology - Fundamentals -- Ignore unavailable to you. Want to Upgrade?

To: Robert Douglas who wrote (283)	12/4/1998 10:39:00 AM
From: Frodo Baxter	Read Replies (2) \| Respond to of 1989

>Just because advances in technology allow the same plant to produce twice the GBs this year when compared to last doesn't mean that “capacity” has doubled. As an example; if the same resources this year now produce a 20 GB drive it does not satisfy two users who each demand a 10 GB drive. Hah! That's where your wrong. Sure, cheap components like the drive casing can't be subdivided. But the expensive components (heads, media) can be. In fact, that is exactly what happened. ASPs have gone down dramatically because the number of heads and media per drive has gone down. What, you think I just make this stuff up?