John Rydning
John Rydning
capacity compared cost demand device digital drives factor form high mobile music portable provide small solution storage video
As the demand for portable digital music and video grows, mobile device manufacturers will need ample storage capacities. Small form factor drives such as Seagate's ST1.3 provide a cost effective, high capacity storage solution for these device manufacturers compared to other storage alternatives.
benefit companies digital fact fewer good help industry near pick position pricing western
(Mergers are) good for the industry. Just the fact that there are fewer companies in the industry should help stabilize pricing in the long term. In the near term, there could be some benefit to Western Digital. There probably will be some merger-related losses. Western Digital is in a good position to pick up share.
evident executing strategy
They've been executing their strategy very well, and it's been evident in their profitability.
additional bring business challenge drive fully industry pick players terms
This will bring some opportunities to some of the other drive vendors. However, it may be a challenge for those players to pick up additional business because the industry is fully utilized in terms of capacity.