Wave Systems Corp. (fka WAVXQ)

[Ispro]

Hard Disc market / volume / market share

"Hard drive manufacturers had much to smile about in 2006, according to a study by iSuppli. According to the group, global shipments of hard disk drives (HDD) rose 15.5% last year. That’s 434.2 million hard drives in all compared to 375.8 in 2005. A further break down in HDDs shipped showed a strong demand for external HDDs, which were up 37% in 2006"
.....
"The two industry leaders for HDD shipments in the fourth quarter of 2006 were Seagate and Western Digital (WDC). Seagate ended the quarter with 34.6% marketshare, while WDC had 20.5%"

http://www.geek.com/hard-disk-drive-shipments-up-in-2006/

Global hard driver market in Q1 2007
Q1 2007 Q4 2006
Vendor Revenue Market Share Revenue Market Share
Seagate 39,490 34.6% 41,370 34.6%
Western Digital 24,500 21.5% 24,500 20.5%
Hitachi GST 19,630 17.2% 20,540 17.2%
Samsung 12,500 11.0% 12,460 10.4%
Toshiba 8,370 07.3% 9,970 08.3%
Fujitsu 8,054 07.1% 8,912 07.4%
Excelstor 1,512 01.3% 1,750 01.5%
Cornice - 0.0% 200 00.2%
All 114,056 100% 119,702 100%
Source: iSuppli

http://blogs.zdnet.com/ITFacts/index.php?cat=12

How many drives will be FDE.2 from Seagate...a guess:
434M drives
250M drives for PCs, notebooks, servers
70M notebooks (drives) with a market share of 34.6%
(70M notebooks and constant market share is a guess)

About 24M notebook hard disks come from Seagate per year.

Well make your bets
1. HOW many encrypted drives from Seagate
2. HOW many ETDM enabled drives through Dell

My guess for 2008
6M FDEs from STX
3M sold through DELL with ETSPro (BE for Wave only with FDEs)

BR

ISPRO