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To: Marconi who wrote (1375)	11/17/1999 1:30:00 PM
From: Ron M	Respond to of 1487

Gilder on storage George Gilder (Gilder Technology Report) in the November issue turns his spotlight on the what he terms "the storewidth paradigm". Heretofore he has written extensively about the bandwidth revolution and now looks at the impending demand for storage, much of it attributable to the internet traffic. He claims that total storage attached to the net sums to hundreds of petabytes with exabytes coming soon. He states, "making all this possible so far is one of the most unexpected and least understood technological feats of the age. For the last decade, in a colossal upset, hard drive storage has improved at least 50% faster than computing power." He continues, "Horribly underestimating this electro-mechanical miracle in my book , Microcosm , I confidently predicted that 'cheap and dense non-volatile' silicon memories would displace disk drives. Instead the displacement is going in the other direction with tiny disk devices substituting for flash memories even in the narrow confines of smart cards and handheld computers." Perhaps this battered, bloodied and oversold? sector will spring to life again. Ron

To: Marconi who wrote (1375)	11/17/1999 2:59:00 PM
From: Z Analyzer	Respond to of 1487

<<The 'hot' network appliance market--does it and will it consume more HDD's--like IBM's tiny HDD's?>> I believe a true network appliance has no disk drive. However this market has failed to materialize for years. Much more intuitively appealing is the "simple PC" which I'll stick my neck out and say might someday come without the burden of expensive microsoft software. Seems most people need a basic operating system that doesn't crash, a browser, word processor, maybe personal organizer, photo software and romm to store that simple software and lots of room to store the pictures and video that will be more prevalent once Gilder's bandwidth providers do their stuff.