Yogi,
<<20 gigs is one enormous mother of data. Its less then ten full length films at today's best compression ratios.
<<The opportunities, margins, and growth all seem to be centered on connectivity and netcentric delivery of information and applications. >> I agree with this. But also believe title ownership will continue to be a strong motivator in the consumer market (as well as corporate for that matter). I am less certain that HDDs will emerge as the download point of storage but I think it will.
<<Maybe a small one for personal video (kids, dogs, christmas) but a Zip drive or equivalent with removable storage would be adequate, IMO.>> The only removabe HDD that comes close to storing a single title per piece of media is Castlewood's ORB (tm) product. ZIP doesn't touch it, at about a 20th of the capacity required. But I may get your drift here and agree that removable is an interesting play to consider.
<<For disclosure, my long term investments (in this area) are in EMC, IBM, UIS, SEG.>> talk to me about UIS. Just have been looking at that. The rest I agree with.
<<My somewhat anti-desktop views are in the distinct minority here so take all with a large spoonful of salt,>
I preferred an extra long puff on the Cohiba I lit this morning, and a long draught of local Kopi-O, (thick, thick coffee with milk), accompanied by a condescending "harumph". <GGGG>
Best,
Stitch |
