QUANTUM Message Board - Msg: 7871526

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Technology Stocks : QUANTUM

QNTM 7.385

-4.0%

Nov 14 9:30 AM EST

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To: William T. Katz who wrote (8481)	2/17/1999 12:45:00 PM
From: Z Analyzer	Read Replies (1) of 9124

<< So the bill of materials is not likely to get below $150 any time soon so I think it puts a floor on how cheap TiVo and Replay can get their systems. If they offered digital VCRs for even $400, I think they'd get a "reasonable" demand. But a year from now, the drives on those digital VCRs will be more than 2x larger and the cost of the encoders will be less... the digital VCR will get here and be big, the question is when and whether Quantum can capitalize on a backup mechanism for the boxes as well.>> Actually, I find this scenario quite encouraging. Care to speculate on the size of these markets compared to the size of the drive business today?

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