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Technology Stocks : PC Sector Round Table

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To: Yogi - Paul who wrote (476)6/16/1998 5:50:00 PM
From: Stitch  Read Replies (1) of 2025
 
Yogi,

My view is that an Oracle/3Com combo is going to be very interesting. But it is still a nascent market and you know what they say about "pioneers".

On the other hand it is looking increasingly like large corp. databases are the saviour of the storage industry. The following from Morgan Stanley's just released mid qtr update in which they quted research from gartner Group's Dataquest Division:

"The need for storage is increasing at a monumental pace, and the resources required to keep up with this need are becoming more advanced and scalable as well. Gartner forecasts an increase in RAID spending to nearly $42B in 2002, from approximately $17B in 1997 and an increase in server value devoted to storage reaching 55% in 2002 (from 45% today)."

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