A continuing explosion in the amount of data enterprises have to store will bring disk storage revenue back to pre-recession levels by 2011 or 2012, Conner believes. In the second quarter, the total disk storage systems capacity shipped grew 54.6 percent from a year earlier, reaching 3,645 petabytes, according to IDC. (Revenue grew at a lower rate because the cost per gigabyte of storage went down.)
"It's not something you can buy once and then forget about for five years," Conner said.
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