HDD will have price pressure from above as SSD price decreases and pressure from below as Tape makes a comeback. What is our plan as the company gets squeezed?
9 replies (most recent on top)
It might be 2022 or 2025 but it is happening soon and not going to grow
All models are wrong.. some models are more wrong than others.
Just ask "who benefits" from Intel's prediction? If they benefit, it's probably too optimistic.
I always loved the driverless car bit. It will be as elusive as production level HAMR drives... and unicorns.
Not a growth company, no matter how much the CEO says HDD will grow with IT 4.0 or driverless cars. Make enough cash to pay the dividend and buyback stock to increase stock price but it will fall and don't be last to sell
WD will follow intel and sell ssd nand business. Then we can see WD buy toshiba which should get by antitrust due to industry decline. Stx will be bought by micron out of bankruptcy in 2023 when stx cannot pay its debt
I don't think either Seagate or WD (or Toshiba) will drop, simply get progressively smaller. In other words, layoffs are baked into the cake. Question is whether HAMR or MAMR, or anything else can impact this trend.
It was only a matter of time. At some point Seagate or WD will drop and/or they will merge.
Probably as long as HAMR was suppose to ship. This time you have NAND actually getting cheaper and Chinese NAND will flood the market. Also data centers focus on power consumption as it's metric and HDD is terrible on this metric.
How many times has this crossover been incorrectly predicted before?