Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 176.05

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3:59 PM EST

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To: Gus who wrote (8376)	6/2/2000 11:55:00 AM
From: Yogi - Paul	Read Replies (1) of 9256

Gus, <<Lastly, it seems that the drive makers expect consumer electronics to account for a larger part of the mix. Interesting.>> Interesting strategy from Sony with memories of IBM's pc platform decisions-- update2.wsj.com <<Sony Will Open PlayStation 2 Format For Use by Other Electronics Makers Move to Dominate Internet Access Comes as Microsoft Plans X-Box>> <<The plan, which could begin as early as next year, is the clearest sign yet that Sony is trying to quickly turn its speedy game console into the dominant home-entertainment device for accessing the Internet.>> <<The PlayStation 2, and any devices built to include its technology, could also emerge as a threat to the personal computer's ambitions to become an even more widely used home Internet appliance.>> One of the better white papers on set top boxes- virtual drives- hard drives-- SFA sciatl.com IMHO it is going to be a hell of a disruptive technology but, will disk drive companies insist on making money or just pump out product? Fascinating stuff, Paul

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