GLG News by Hard Disk Drive Experts

Seagate Taking Deals at Lower Prices Provides Insight into: -Manufacturing Costs post-Maxtor -Strategic Plan Going Forward -Plans for Low Volume Competitors

• HDD TAM Numbers Will Shift from Home DVR's to Blades used in Data Centers• Timing will Coincide with Greater Capacity from Perpendicular Technology • The Hammer will gradually come down on low volume HDD's as greater capacities are desired by customers

• The compulsion to buy YouTube is an indication of greater flaws within Google:   • Lack of Strategic Planning   • Failure to Obliterate a puny Startup   • Impaired Judgement because of present Google Valuation

--Time Warner introduced it’s version of a network DVR service called “Start Over” --Network DVR introductions still face legal hurtles over licensing from the content owners. --Network DVR offers some attractive features to cable operators as well as consumers but may not address consumer’s growing...

Seagate reports unit numbers exceeding many expectations in FQ1 2007 Seagate completes writing off Maxtor purchase Seagate dominates some markets and is positioned to gain in others Other disk drive players to fight over market share of 2.5-inch and 1.8-inch market

• NAND adoption rates Will Surge  • HDD's Will Retain a Stable Growth Rate

The newspapers lack:    • the ability to focus on the next 2 years with some strategic planning    • a compelling strategy for Wall Street