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

To: Z Analyzer who wrote (7042)	8/31/1999 11:25:00 AM
From: Sam	Read Replies (2) \| Respond to of 9256

Z, Gottfried, According to some people on Yahoo, both Quinta and Terastor have been terminated. The optical technology that they were working on turned out to be too expensive to integrate into drives. If true, QNTM may have wasted a little money, but Seagate spent over $300 million on Quinta, when all was said and done. Pissed away into the Pacific. So goes new technologies. Keep that kind of thing in mind when you read about, e.g., Hitachi's inventions that will revolutionize storage in, um, I think it was 2006 or so, obsoleting today's drives. On what's happened with SI: there was a brouhaha with A@P; apparently he repeatedly violated the terms of use, advertising his own site or something, and being generally obnoxious as only a brash short seller can be, and was terminated. Others have stopped posting in protest. I don't know a lot of the details. I don't know why there have been fewer posters on the drive threads though, except perhaps because the stocks have been so depressed and depressing. Not good for anyone expect call and put sellers. I'm still nutty enough to think that this environment will end sometime in the next couple of months, and the stocks will be good performers again for at least awhile. On another note: IBM is at it again, this time a multiyear, multibillion dollar deal with CSCO: Message 11116081 Now they have deals with highflyers like CSCO, EMC, DELL, Acer, and WDC (had to add that one<g>). Sam

To: Z Analyzer who wrote (7042)	8/31/1999 12:08:00 PM
From: Robert Douglas	Read Replies (2) \| Respond to of 9256

My question is what is happening to SI? So many threads do not have the activity levels I would expect and there seems to be no quality site to replace it. Yahoo gets activity but getting through the clutter is time consuming. I have wondered the same thing. My theory is that two things have been happening. First, as kind of a mirror to the market, investors are getting funneled into an ever-narrowing list of stocks. These stocks still have active discussions although most of it is along the lines of, "Go Dell", or "I'm selling the stock I bought yesterday at 120 and 15/16, but keeping the shares I bought yesterday at 118 and 3/8". I can't read these boards as they are no help in doing research. Second, and much more theoretical, is my belief that many investors are beginning to realize how difficult it is to make money in the stock market. Many are experts in areas and thought that this expertise would translate into superior investing skills. This group looks for fundamental reasons behind every move in the stock and get frustrated when things don't seem to make sense. They are waking up to the fact that so much of the market is unexplainable in the short run and just don't find that making a dozen posts a day is of any value. I have seen the backbones of many threads go weeks without posting. Some have disappeared altogether. I worry that we will step on a slippery slope and the number of quality posts will keep shrinking. Even more concerning is what I call "Gresham's law of posting" or bad posts drive out good ones. If we lose SI as a source of information exchange as it morphs into Yahoo!, or worse, it will be a large loss to me. -Robert