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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 179.56+0.7%Dec 24 12:59 PM EST

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To: Z Analyzer who wrote (7370)11/17/1999 1:35:00 PM
From: Ron M  Read Replies (2) of 9256
 
Z et al

Gilder on storage

George Gilder (Gilder Technology Report) in the November issue turns his spotlight on the what he terms "the
storewidth paradigm". Heretofore he has written extensively about the bandwidth revolution and now looks at the
impending demand for storage, much of it attributable to the internet traffic.

He claims that total storage attached to the net sums to hundreds of petabytes with exabytes coming soon.

He states, "making all this possible so far is one of the most unexpected and least understood technological feats of
the age. For the last decade, in a colossal upset, hard drive storage has improved at least 50% faster than
computing power."

He continues, "Horribly underestimating this electro-mechanical miracle in my book , Microcosm , I confidently
predicted that 'cheap and dense non-volatile' silicon memories would displace disk drives. Instead the displacement
is going in the other direction with tiny disk devices substituting for flash memories even in the narrow confines of
smart cards and handheld computers."

Perhaps this battered, bloodied and oversold? sector will spring to life again.

Ron
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