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

To: Henry W Singor who wrote (5948)	3/27/1999 12:23:00 PM
From: Z Analyzer	Respond to of 9256

<<So PC prices are down but unit shipments will go up and that is good for both the PC industry and also the hard drive industry. >> And esp good for HTCH since suspension prices are going up. I suspect that the percentage of PC industry revenue going to HTCH will increase significantly since lower platter counts combined with higher prices per suspension may mean roughly constant revenue per PC for HTCH, but lower production costs and higher quality for the drive companies.