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


To: Sam who wrote (5435)2/5/1999 4:29:00 PM
From: La Traguhs  Respond to of 9256
 
Sam,

RE: Todd Bakar IDEMA Talk

No specific product references since his talk is generally an overview except his oblique reference to the continued enterprise strength due to server growth (due, in his view, to the Internet server growth versus corporate server applications).

He made no 1999 HDD market share predictions other than showing that the top six HDD manufacturers are above a 12% share and accounted for 87% of the drive units shipped in 1998.

Oh yah, re HTCH he did say that "wireless suspensions will ramp aggressively in 1999" and that the "ratio of heads/disks per drive will decline further."

Regards,
LT