11 thoughts on “Seagate Sees Future in Application-Specific Drives”

  1. thats really interesting news . but can component company which is essentially make something to be embedded build a brand differentiators like this ? I think they are Trying to pull a “Intel Inside ” Act .

    Idea is no doubt good . it will be interesting to see how they execute on this .

  2. It’s actually a brand inside like Intel’s stunning marketing stroke of genius, as well as brand outside. Seagate’s D.A.V.E. for example, is a branded product off the shelf. In addition, other forms of external storage such as network drives designed for media distribution throughout a consumer’s home, is another example where strong branding strategies will be required. Western Digital is actually the leader today in external storage and have achieved that spot by strong branding (My Book). We are going to see more and more of this in the industry. All of the HDD makers, will eventually face this challenge if they are to avoid obscurity.

  3. I just finished re-reading the innovator’s dilemma where the author goes on and on about the disk drive industry and how each successive “application or type of use” has gone onto kill the previous generation of disk drive makers.

    Since, the book came out 10 years ago, i thought they would have done “application specific devices” many many years ago.

    Interestingly, christenson talks about how disk drives dont introduce new technology even though they have it because they think it requires scale to become economically viable. meanwhile, a start up that is very happy about even a minimal volume gets so much expertise that by the time the market matures to become interesting the legacy guys cant catch up…

    This is what was going through my head when I read “With the volumes of digital devices – DVRs and media centers, for example – hitting millions, it is now economically viable….”

    Interestingly, the same dynamics are being played out in the electric car market vis-a-vis- tesla and GM’s new hybrid/electric car…

  4. Actually it’s a fantastic ideas for both OEM buyers (who likely will either get performance boosts or cost reductions – or both)from specialized drives – and consumers who have specialized needs – though the marketing will need to be crisp so they don’t confuse consumers.

    Reminds me of Howard Moskowitz’s work – which is summarized in this great and funny presentation by Malcom Gladwell at TED http://www.ted.com/index.php/talks/view/id/20

  5. Seagate has been recognized for years by DVR hackers as the HD of choice. Now that folks like DirecTV are providing HD-DVR’s with an eSATA port for external storage – right out of the box – it’s an excellent opportunity for Seagate to leap ahead.

    I hope their appreciation of AAPL-style consumer marketing grows to match technical expertise.

  6. A small correction: Seagate’s ticker symbol is STX, not SEG.

    Otherwise, I’m glad you posted on this topic! Seagate is a huge player in the tech industry ($11b in revenue) but gets relatively little media coverage.

  7. It seems like there are obvious plays that they have neglected to pursue. Building hardware accelerated encryption into the disk is one of them (looks like Seagate is now tackling this). Another is building a small RAID array in a single 3.5″ form-factor. Depending on how the RAID were configured, the same hardware could be sold as ultrareliable or ultraperformance. Again, to some degree this is what Watkin’s is now talking about, but haven’t such things been obvious to many people for a long time? A guess there was a forest for the trees problem in that industry.

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