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To: Robert Douglas who wrote (285)	12/4/1998 12:24:00 PM
From: Robert Douglas	Read Replies (1) \| Respond to of 1989

Thread, From “Business Week”, Dec. 7 issue. “Who says Intel's chips are down?” In early November, during his annual trip to China, Intel Corp. Chief Executive Craig R. Barrett attended an Intel-sponsored computer street fair in the city of Chengdu – one of the marketing programs the chipmaker uses to push personal computers where retail outlets are still in short supply. More than 100,000 people showed up, cleaning out the mom-and –pop computer makers who hawked stacks of home-built Pentium II PCs on creaking sidewalk stands. Many buyers lugged their computers home lashed to the backs of bicycles. Even Barrett, who coolly presides over Intel's 426 billion chip empire, says he was “truly amazed.” Equally amazing: Those eager buyers weren't snapping up bargain machines made with Intel's inexpensive Celeron chip. Instead, they were clamoring for PCs built on the more powerful, and profitable, Pentium II. Hummm. Maybe the reign of the sub $1,000 PC is not assured. I'm just guessing that there were disk-drives in those PCs as well. <g> Robert

To: Robert Douglas who wrote (285)	12/4/1998 12:43:00 PM
From: Z Analyzer	Respond to of 1989

Actually, you're both right to one degree or another. The industry requires greater facilities and many components to produce a greater number of drives regardless of number of platters. Fewer platters per drive may be needed but I have seen no statistics to show that this has been dramatic partly because many now buy more capacity than they need for the desktop and partly because the highend, high platter count drives are the fastest growth area and capacity there is clearly in demand.

To: Robert Douglas who wrote (285)	12/4/1998 5:50:00 PM
From: Frodo Baxter	Read Replies (1) \| Respond to of 1989

>Don't change horses in the middle of the stream. We are talking GB capacity increases produced by greater areal densities and not ASPs. I'm not changing horses. The primary component in ASP dropping over the past year is that the drive manufacturers are selling more drives with fewer platters and heads. I don't know why you're contending that drive manufacturers aren't splitting up a 20G drive to make two 10G ones... that's exactly what they're doing. If you don't know this, you're not listening to enough conference calls, especially from the head and media vendors. Stitch, help me out here!