The panels' exterior sides are covered with hundreds of small silver and blue aluminum disks, which make the wall glint in the sun like a mirage.
Still, whereas Mr. Hayward is building positions in companies focused on the fiber optics end of the telecommunications sector, like Corning and JDS Uniphase, Mr. Kirkham has instead focused on wireless component builders like M Systems Flash Disk Pioneers, which makes semiconductors used in wireless devices.
With these cables you can set the disks jumper to CS or Cable Select, which makes the disk at the end of the cable the master and the disk in the middle the slave.
Maxtor, which makes disk drives, has already sacked 700 people in Singapore, and is considering more.
"Nowhere in the history of business has there been an industry like disk drives," Christensen writes, which makes it a very odd choice for an investigation designed to create a model for understanding other industries.
Hutchinson, which makes disk drive components, said it earned a penny a share in the first nine weeks of the fourth quarter, but stopped short of issuing a profit forecast for the rest of the quarter.
"We estimate that 25 to 30percentt of our customers are going to end up changing what they do in some way," said Gary Francis, the general manager of automated tape products for StorageTek, which makes disk and tape storage systems and is in Louisville, Colo.
A 2.1 GB internal hard disk costs around $400, which makes SparQ a bargain, he contends.
