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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 250.23

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Jan 30 9:30 AM EST

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To: Yogi - Paul who wrote (6470)	6/3/1999 6:20:00 PM
From: Stitch	Read Replies (1) of 9256

Yogi, I too am pressed for time but I have quit worrying about multi media this and that. The Net (inter, intra, extra)is going to be a business phenomena more and more imo. And as for storage it has a very bright future indeed. Just as a watershed check out the growth of the congressional record over the last two decades. Or the rate at which books are published today versus 20 years ago. Or tax filing growth. Or ...etc etc. Then take a look at the ROW in terms of where they are in automating. Even Japan, as high tech as we think it is, is still largely on the old word processor paradigm. There is huge growth potential IMO and, as usual, we tend to get ahead of ourselves in our thinking. I too see the great appliance centric paradigm but I do not see it sans storage and I am not convinced our brave new world is really here yet in any case. Where it is stored is of little consequence in the long term IMO. (But I note I do love fibre channel).<G> Now, as usual, the question is, can any money be made at it? <G> best, Stitch

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