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Technology Stocks : Network Appliance
NTAP 105.39-0.2%Jan 9 9:30 AM EST
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To: mauser96 who wrote (3404)5/30/2000 8:58:00 AM
From: kas1  Read Replies (1) of 10934
 
1)Disk drive storage storage costs have declined by a factor of 86 since 1991

absolutely; this seems to be the only sane way to play storage. it still pains me to watch people pile into hdd stocks with the justification "but the p/e is so low!" to which i mentally reply, it'll be even lower when it goes negative! :-)

can anyone else think of proprietary-open-architecture type plays within otherwise commodity sectors, that make the commodity not a commodity? rambus in memory?
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