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Technology Stocks : QUANTUM
QNTM 10.03+0.8%Dec 3 3:59 PM EST
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To: the Druid who wrote (5968)12/2/1997 11:35:00 PM
From: William T. Katz  Read Replies (2) of 9124
 
Druid says:

"Unless everybody starts to do high resolution digital pics and movie mpegs and stuff on PCs and web. A lot of them DD makers will fall without a bottom."

You have answered your own question. Of course people will do lots of high-resolution digital pics. The digital camera will definitely replace the traditional camera. Its happening now and the cost will tumble down just like the PC cost/performance increases. But I think still photos will evolve to full motion video. Why have just a snapshot when tech will let you have movies with same flexibility. Downloadable movies off a DTV hookup? Lots of stuff in the future could use an order of magnitude more storage than we have now. And, of course, we are always good at making use of what's available. That's been the story of computers. I remember my first computer: the old Radio Shack TRS-80 with 8k RAM! When I got 48k RAM I thought that was all I'd ever need ... that and my floppy disk drive replacement for that old cassette tape storage unit :)

Also, QNTM is diversified. They have NFR coming up which can be used for a variety of low-cost storage solutions (e.g. digital VCR which I *still* think is a good idea), solid-state disk drives for the high-performance ubiquitous (web and other data) servers, and D L T which has a good 5 yrs left from the literature review.
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