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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 176.05-2.0%Dec 30 3:59 PM EST

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To: Gottfried who wrote (6752)7/5/1999 7:18:00 PM
From: CPAMarty  Read Replies (1) of 9256
 
Gottfried, the personal video recorder is good news for the HDD industry. IMO, it is a question of when rather than whether these machines will be adopted in mass. The reason is;

Users have found the machines especially good at organizing options for the increasingly busy and choice-laden viewer. Viewers can express preferences in programming, choose themes for programs to be recorded.

I believe that QNTM is suppling the HDDs to Tivo and ReplayTV. But the other players (including MXTR) have announced that they plan to jump on the bandwagon.
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