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Technology Stocks : PC Sector Round Table
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To: Sam who wrote (1748)5/6/1999 9:31:00 PM
From: Mark Oliver  Read Replies (2) of 2025
 
T is absolutly ready to spend and doing so at a high rate. They've recently been called in their agreement with the @Home partnership. TCI has been the slowest to develop broadband. They must boost spending to maintain their holdings and surely that is their goal. Anyway, I figure they will be spending at least 3 billion this year.

<You know, I bought more at this level soon after the announcement. But I've been second guessing myself. QNTM keeps talking about doing something "entirely new" with network appliances, connected to the DLT division. >

Very broad area to sell in. I feel Quantum wants to make a network appliance in the sense of something for servers at SOHO and larger businesses. They mentioned $1000 boxes. Can't really say yet what they mean and certainly they'll have competition, but in the past they've been component suppliers to HP and they will probably remain behind the scenes as OEMs.

The report on the internet the Yogi recently posted has some very big numbers for businesses who will need to go online. They suggest 20,000 new web sites a day will be added.

So, Internet is still a great growth business and it's only beginning. People need to find a way to make a site and how to make it useful, but that is quickly becoming obvious just with the spread of e-mail evverywhere.

Regards,

Mark
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