day 15




what makes the world go 'round 2:
wheels of industry


Riddle: what is small, compact, plunging in

price faster than the mail-order PC, and selling

like Microsoft employment contracts at the

annual Apple Computer picnic? What makes the

computer world go 'round? The "disk drive."

There are all kinds: floppies, diskettes,

Winchesters, magneto-opticals, and the wildly

popular DVD (Digital Video Disk). But I am

talking about the smaller and faster hard drive

that fits inside your PC.

The plain fact is that hard disk drives are

essential to computing. Without them, the modern

microprocessor would probably be powering

wristwatches and fuel injection systems instead

of messing with consumer's pocketbooks. The PC

revolution could not have happened without

small, fast, and inexpensive disk drives.

The graph shown above is the proof. On the

vertical axis we have number of units shipped in

millions. On the horizontal axis we have time

marked off in years until 2004. Notice the curve

for disk drive units lies above everything

else. Disk drive manufacturing may not be as

glamorous as convincing consumers to discard

their lowly 180 MHz Pentium in favor of next

year's 300 MHz Pentium, but it is truly a

booming market segment.

It takes a good meal at Fandango's to gain

perspective. It takes a clever entrepreneur to

capitalize on the rampant disk drive market. If

disk drives are the tail that wags the computer

dog, then who are the captains of this industry?

Why haven't we heard of them, before? Forget

Bill Gates - look out for the disk drive barons.

what makes the world go 'round: 1 2 3 4 5



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