Hi John,
1) For now, speed is an impediment. But it extremely important, and will be addressed.
2) CD-ROMs are "pennies," not $4-$5. Oh, unless you mean CD-R (recordable), which yes, are $4-$5, because they are just beginning to ramp up (and might as well ramp down!). But non-burnable CDs (to the end user) are only pennies. With DVD becoming the mass media, I'd expect them to be quite cheap as well....A box of 10 1.44 MB floppies cost what $5? DVDs should be less expensive, eventually, because they are actually cheaper (significantly so) to manufacture than floppy disks.
3) That's what I thought too, but from the context of that News.Com article, I took it to mean that DVD-RAM now has a capacity of 30 MB.
Quote: The new technology can produce discs capable of holding 15GB of data on each side, while current rewriteable DVDs can store only 2.6GB per side, a Matsushita spokesperson said.
And again, I don't think DVD is an issue for IOM right now, and not really even in 1998. But I think it's something a long term investor needs to think about. |
