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

To: Frodo Baxter who wrote (5933)	3/26/1999 8:07:00 PM
From: La Traguhs	Read Replies (1) \| Respond to of 9256

Lawrence, Disagreement's a good thing, and I appreciate the depth of your response, but - - <<So all the Compaqs and HPs and Dells that are the bread and butter of the corporate world will disappear? Puleaze.>> Where back to capacity debates again. Does corporate America really need a 18GB, 450 MHz Pentium II or III, 4 platter, EIDE drive on the desks of their sales staff when a single platter, 4.3 GB, 300 MHz Celeron, selling for well under $1000, can do most tasks? I think not! What corporate America needs is servers with Terabytes of SCSI or Fibre Channel drives, and 450 MHZ+ Pentium III's. The high-end servers and the low end computers is already where the volume is today for the Dells, Compaqs, et al. Re Conner: <<Conner has some huge cost savings embedded in a late-to-market, no-volume, vaporware 2-plate 4.3 design >> Ah but the Conner 4.3GB is a single platter design as is, BTW, the hot Seagate 4.3GB U4. The Seagate U4 is NOT a de-populated Medalist drive. It's designed ground-up as a drive meant to sell at the OEM level for around $70 to $75 and for a profit. You can't get there from here with a 3 or 4 platter Quantum, WD, Maxtor, or for that mater, Seagate drive. Further - <<the greatest revenue derives from mainstream desktop drives>> Agreed fully - what I'm saying that the mainstream desktop disk drive is FAST becoming a single platter disk drive. You point to your favorite example Quantum. You mean to tell me that the mainstream, high volume desktop computing world wouldn't be happy with the capacity offered by the single platter, 6.5 GB, GMR Quantum drive (using their 6.8GB/platter media)? I think so especially if Quantum designed it as a single platter drive instead of de-populating it from a four platter design. No argument - technology leaders win, but I submit they'll be putting their technology leadership to work in the very low and the very high end - the two faster growing "unit" segments of computing. In between we'll soon have a waste land. Regards, LT