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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 155.45

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To: Frodo Baxter who wrote (6008)	4/3/1999 4:20:00 AM
From: Z Analyzer	Read Replies (1) of 9256

<<Nah, the killer appliance will be when Microsoft upgrades WebTV with Digital VCR features. It'll only cost a couple hundred extra for the 20G harddrive, maybe thirty smackers for the MPEG encoder. Then the business model would work out, as the annuity stream is already taken care of.>> I imagine Microsoft would give instant credibility to this concept. Other than for people who use Web TV already, what are its benefits for the annuity stream (does it replace my internet service provider)? -Z

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