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Technology Stocks
Disk Drive Sector Discussion Forum

An SI Board Since April 1997

Posts	SubjectMarks	Bans	Symbol
9256	82	0	WDC

Emcee: Mark Oliver	Type: Unmoderated

Introduction Market Data Compact

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Reply	Message Preview	From	Recs	Posted
8406	>> We of course know what happened when IBM discontinued that relationshi	Sarmad Y. Hermiz	-	6/12/2000
8405	My understanding is that at 20GB/platter, a vendor can already hit all the main	Gus	-	6/12/2000
8404	Hard to see why density advances stop at 20 gb. Haven't heard anyone else	Z Analyzer	-	6/12/2000
8403	This sector has been dead money for a few years now except for some seasonal sp	Gus	-	6/12/2000
8402	<<OEM demand for HDDs softening a bit? Reports from various spots on the	Z Analyzer	-	6/12/2000
8401	Trendfocus' 5/11/00 Executive Brief trendfocus.com <b> Seagate Buyout	Gus	-	6/11/2000
8400	Here's a McKinsey & Company report on SAN, NAS and the disk drive indus	Gus	-	6/11/2000
8399	Here is a weekend report on disk drive pricing from a sample of retail distribu	Mark Madden	-	6/11/2000
8398	Here is a nice article on server appliances, from the NTAP thread (a stock that	Sam	-	6/9/2000
8397	They could have done worse.... siliconinvestor.com	Zakrosian	-	6/9/2000
8396	One of the more interesting management change announcements: Claps on the	Yogi - Paul	-	6/9/2000
8395	I lost track of the relationship between Seagate and iCompression. Anyone know	Yogi - Paul	-	6/6/2000
8394	Gus, Toko; <i><<So, HDD and Tape Drives as mainline technologies l	Stitch	-	6/3/2000
8393	<i>Now all they have to figure out is how to best get around the superpar	Gus	-	6/3/2000
8392	<i>Can LTO really have any mindshare yet? Do you see anything concrete in	Gus	-	6/3/2000
8391	Nothing more to add really. It's just that after more than 20 years of pro	Gus	-	6/3/2000
8390	Here is a weekend report on disk drive pricing from a sample of retail distribu	Mark Madden	-	6/3/2000
8389	Gus, <DLT and Mammoth are single-sourced drives so even their substantial i	Toko	-	6/3/2000
8388	Hi Gus, <Re: TeraStor closure: Wow. They must have burned through, what, $1	Toko	-	6/3/2000
8387	Hitachi has signed on to produce MII this summer (sign of strong OEM potential)	Z Analyzer	-	6/3/2000
8386	Gus; <i><<By the way, the DOD/Darpa is giving the holographic crowd	Stitch	-	6/2/2000
8385	Wow. They must have burned through, what, $100 million in several stages of VC	Gus	-	6/2/2000
8384	Thanks Paul. You always provide fascinating material. A few months ago, you po	Gus	-	6/2/2000
8383	<i>-M2 was late and took 5 months to get through launch problems but stil	Gus	-	6/2/2000
8382	Gus, <<Lastly, it seems that the drive makers expect consumer electr	Yogi - Paul	-	6/2/2000

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