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Technology Stocks : PC Sector Round Table

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To: tom pope who wrote (113)	3/21/1998 11:01:00 AM
From: Pierre-X	Read Replies (1) of 2025

Re: Flash Demand and OROM No. OROM is read only medium. What's the result of delivering large amounts of data to a device that uses flash as its primary non volatile storage mechanism? The same thing that happened when CDROMs allowed delivery of large amounts of data to a device that uses disks as its primary NV storage -- the PC. CDROMs directly drove several generations of disk drive demand growth. Similarly, I expect OROM, if it really happens, to drive demand for flash-type NV storage in the various devices that use it as such. "dumbmoney" posted a good list of those. God bless, PX

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