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


To: KevinThompson who wrote (5855)3/16/1999 4:24:00 PM
From: Yogi - Paul  Read Replies (1) | Respond to of 9256
 
Kevin,
It's all about densities.
cbs.marketwatch.com

Video has a chance to bring supply/demand into balance on the desktop but it will be awhile (while network capabilities also expand). Do these component companies have the capital to wait it out?

Heads per drive, platters per drive-- watch that number.

Yogi