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

To: Sam who wrote (7432)	11/28/1999 2:59:00 AM
From: Z Analyzer	Read Replies (3) \| Respond to of 9256

Having now read the full Nov Gilder Technology report which devotes about 5 pages to disk drives and the future of storage combined with the internet as more important than processors, I'd recomment that anyone who can beg, borrow or steal a copy, read this. He states that the disk controller will be the most prevalent processor. I think we'll see storage become an enduring theme with Gilder and hoefully he'll focus on stocks a little more reasononably priced than Network Appliance at 200 times earnings. -Z