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


To: Sam who wrote (7151)10/1/1999 2:04:00 PM
From: Yogi - Paul  Read Replies (1) | Respond to of 9256
 
Sam,
Perhaps you may have figured out that I am more of a "macro" guy. My concerns are as stored data grows exponentially, as more small to mid-size companies join the e-commerce revolution and as we move toward "Global Connectivity", we deplete the available talent pool of IT professionals.
Tried to hire a skilled IT professional, lately? They are simply not available unless you give up your first born. Its only going to get worse.
To me, it translates into a capacity problem. The only way to meet growing demand is to manage the complexity of networks, centrally.
As for security, there are many risks. Rogue IT employees stealing data to transfer to competitor with better stock options, natural disasters-- hurricane hits main office-- is your data safe? Can you afford a hurricane proof site? (substitute any natural disaster for "hurricane"). How about armed conflict? Do I have adequate security around my hardware? On and on...

Large, managed sites can provide efficient IT support, can spread the cost of physical security, can spread the cost of unauthorized access security, and can provide scalability for fast growing small companies.

But, I'm being a little disingenious. My long term investments are all in very large cap stocks than can afford the costs (all the costs) of private and secure networks. I believe in them, I just don't think the majority can possibly afford them.

In sum, if you believe in global connectivity and e-commerce as being in it's infancy, I contend that you must believe in centralized networks more efficiently managing the complexities of those trends.

Then again, the costs and lack of availability of competent IT professional convinced me to sell my business some time ago. So my experiences skew my opinions.

Again, sorry for not being much of a writer-- never been a strength,

Paul