The topics of ultrabooks and how the HDD industry will fend off the latest threat to demand (weak PC market, tablets, SSDs, etc.) were at the forefront of our latest swing through Japan this week.
Of course, Japanese companies lamented the disappointing demand trends in 2H11, but on the heels of several quarters of rather tepid orders and a weak global economy this comes as little surprise to anyone. Much of the talk centered on the potential of the ultrabook platform and whether HDDs could adequately compete for this 'new' market segment.
So, a few thoughts: