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

To: Z Analyzer who wrote (7024)	8/30/1999 11:01:00 AM
From: Sam	Read Replies (1) \| Respond to of 9256

Z, Flash memory has become one of the ways to play mp3 players. Sandisk, in case you haven't noticed, now sports a market cap of over $2 billion, up from $500 million or even somewhat less than that just months ago. Flash supplies are tight, with more companies adding capacity as apparently everyone has been surprised by how strong demand has been, both for mp3 players and new advanced cell phone and pager uses. These trends will just continue. Whether DDs get pulled into it seems questionable to me, except for perhaps IBM's microdrive. Even that seems questionable to me, though, as its biggest current advantage--higher capacities--will, I think, diminish with time, as flash memory makers push out capacity and increased volumes will dramatically reduce the cost of flash.

To: Z Analyzer who wrote (7024)	8/30/1999 1:31:00 PM
From: Yogi - Paul	Respond to of 9256

Hi Z, MGI is interesting. I ordered up some of their software (Photosuite 2, VideoWave II) but haven't had a chance to evaluate it yet (I'm way behind in a lot of things, right now). Get their latest press releases here: mgisoft.com As for music, with adequate bandwidth, I really see no need to store large files locally. With the kind of access high bandwidth provides, I can download a Brahms day, a Beethoven day or a Billy Holiday theme, every morning and "lose it" every night. No need to be tied to what you have on hand. The future is in "What I have access to" not "What I have physical possession of". With high bandwidth, your 300 CD library is puny. How about having access to every known recording of "Chattanoga Choo-Choo" at anytime, day or night? Paul