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The Birth, Boom and Bust of the Hard Disk Drive
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this post was submitted on 14 May 2024
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Is it though? Customer acquisition is harder with retail customers, so they're probably saving quite a bit of money by selling in bulk to data centers. Also, with capacities getting higher, I don't know if looking at total shipments is all valuable.
They're losing the low margin, low end market and retaining and probably expanding the higher margin, high end market.