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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 157.75+0.4%3:59 PM EST

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To: Sam who wrote (6474)6/4/1999 3:17:00 PM
From: Yogi - Paul  Read Replies (2) of 9256
 
Sam,
<<They are now into photos, email, games (card and board games, not shoot 'em up games), web surfing of various sorts. Soon they will be into video. >>
Photos-- stored on personal web space (network), e-mail-- stored on the network server or answered and deleted ( at least that's my method), games (card and board) -- see Yahoo Games, again a network storage, web surfing-- network storage. Video? -- to be determined. Video has to be produced somewhere and I don't see anyone producing any video I want to watch. As for corporate training films-- etc, all stored on the network. All accessed via very fast networks.
<<On the business level, more and more terabytes are going to be stored as video comes into play. Training videos. Worker manuals. Tech doc showing you what to do, not just writing out instructions. The people making these videos will need huge drives, their backups will be huge. There will be huge databases in many companies. A terabyte will seem like gigabytes do now at some point. >>
All network functions accessed by very high speed networks. None stay resident on the local hard drive.

Network storage is, IMHO the most exciting opportunity other than pure silicon of the coming decade. The trigger for unlocking the potential is to get complexity out of the end users universe. That means local hard drives, local applications, local operating systems have to die. Some Disk drive companies will die with it. My picks to croak, Qntm (the drive stub), MXTR, WDC.

I can't wait,

Paul
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