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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 163.00

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Nov 7 9:30 AM EST

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To: Stitch who wrote (8795)	10/2/2000 10:33:48 PM
From: Yogi - Paul	Read Replies (1) of 9256

Stitch, <<Thoughts?>> <<... the product allows consumers to quickly and easily install up to 80 GB of additional storage to their desktop or laptop computer for video editing, digital music, digital photos and games.>> I'm assuming the real market is non-pc devices. While I hesitate to give these dregs any credit for anything, it should be realized they tend to "discover" disruptive technologies very early: foxnews.com Toss 80 GB storage capability (remember PSII has an optional hard drive, fire wire) on top of DVD and you have a full function Internet enabled entertainment device. Other products: foxnews.com Christmas 2001 will be quite a shopping season for electronics-- severely constrained this year by supply problems and the continuing slow roll out of residential fast access. Still hearing bad things about PC demand but I guess we will find out for sure in the next couple of weeks. Stopped out of HTCH today. Paul

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