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Technology Stocks : Disk Drive Sector Discussion Forum -- Ignore unavailable to you. Want to Upgrade?

To: Sam who wrote (6766)	7/9/1999 8:02:00 PM
From: Sam	Respond to of 9256

Some reviews of high end drives, 2 from SEG, 1 from QNTM and 1 from Fujitsu: techweb.com And here is an odd interview with Michael Lambert, a VP from Dell, who says at the end of the interview that Dell only buys drives from IBM, SEG, QNTM and WDC. I find that an odd statement, as I have the impression that Dell is one of MXTR's largest customers, if not the largest: techweb.com See also his comments on their deal with IBM, near the end of the interview. << Lambert: It really came out of a conversation with [IBM Senior Vice President] Jim Vanderslice. We were talking about second-sourcing disk-drive technology and how we could do more together. Their company wants to be a technology supplier, and the conversation evolved from there. We had an intellectual property agreement on the table that we had to renegotiate. The [OEM] deal was valued at $16- billion, but it could be more than that. We are IBM's eighth largest customer, and as we progress, we could conceivably be its biggest customer. This deal sends out a strong message.>>

To: Sam who wrote (6766)	7/10/1999 12:56:00 AM
From: Mark Oliver	Read Replies (1) \| Respond to of 9256

OT If I was running Tivo or Replay, I'd look to doing additional downloads beyond simple program schedules. They could easily have an archive of visual products that they could sell. A deal with Broadcast.com would be really cool. In fact, it could be a differentiation of product since they are really selling a service more than hardware. Many people want more than what simple push based TV provides. It's an interesting statistic to see how many TV Stations and Radio Stations are only available on the Internet, not to mention world broadcast programming that is not in the normal domain. It doesn't seem possible that the PVR makers can control the hardware angle. The fact that they have a subscription rate from the start makes their service more interesting. How they build upon this will be interesting. I saw where Diamond is looking at a release of a MP3 playing with an IBM mini HDD. Looking at PVR's and MP3 players and even book replicating tablets, they have a very similar foundation, downloads of some media to play off line. At some point, the hardware is all blurred and the media is the factor. At the moment, bandwidth keeps us looking at ways to take storage of big transmissions to replay later offline. Seems like a temporary situation. Control over media will be the continuing value. Acctual hardware for these services will have to be very inexpensive in general. Probably taking a road similar to cell phones. I've been following the development of the WAP Forum which is building a network protocol for all sorts of new devices that will be net-centric. All cell phones sold next year will be WAP compliant. Not exactly a pleasing story to Bill, but there is a strong movement to make every phone an Internet device. At the moment, Win CE must play catch up for the mobile wireless market. Microsoft may have a beachhead in the set top box market with Win CE though. What amazing changes we shall see in the next 5 years. Regards, Mark