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

To: Z Analyzer who wrote (7599)	12/23/1999 2:04:00 PM
From: Mark Oliver	Read Replies (2) \| Respond to of 9256

<<<I saw a video camera from Sharp that would record over 2 hours on a 64 meg cf card the size of a postage stamp. The camera was hardly bigger than a pack of cigarettes. >> Mark, Did I misunderstand something? Surely, you aren't saying they can record 2 hours of video on 64 MB?> Yes, I said 2 hours. This camera was only $699, but the 64 meg postage stamp sized card costs nearly $300, but with prices dropping as they do, that same chip will probably cost less than $100 buy summer. I saw this at the Streaming Media show. They had amazing things. When the broadband deployment hits, there will be huge demand for storage. People will be downloading movies instead of going to video stores. Universities will keep all their lectures archived and let you download them for a fee. All your audio and video will be word searchable making it possible to keep voice mail and sort through it if you want. It goes on and on. Still, the problem is disk drive companies are producing a product where no company has any advantage other than their ability to make it cheaper and that seems to be an advantage that isn't enough to make a difference. But, if you can store 2 hours of video on a 64 meg chip, then you can see why all the mobile phone companies are modeling video capture and replay eye pieces in their products for the near future. Again, it comes down to bandwidth, and there are plans in the works to have PCS networks that will support full video in 2 or 3 years. I'm thinking of going to the Consumer Electronics Show in Vegas in January. Anyone have any comments on the value of attending one of these affairs? Regards, Mark PS Here's a company I think is very cool. Intraware ITRA. It's a B2B company that takes over enterprise management for companies. The Chairman is also CEO of Commerce One, but Peter Jackson runs the company and he makes a very good impression.