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

To: Mark Madden who wrote (7893)	2/7/2000 6:07:00 AM
From: Stitch	Read Replies (1) \| Respond to of 9256

Mark, <<Sunday morning's Seattle Times quoted a Dataquest forecast of 28M set top boxes in 2000. This is still not large in a total market of 168M drives but it is a very fast growing sector.>> That number surprised me.I had not thought it so large and wonder if the article mentions if all of these are expected to have a disk drive. Numbers I had seen before were less then half that for 2000. I am with you. The quicker new markets emerge, and the DD makers can spread dependence on other then the Dells of this world, the better. Best, Stitch

To: Mark Madden who wrote (7893)	2/7/2000 10:30:00 AM
From: Z Analyzer	Respond to of 9256

<<Sunday morning's Seattle Times quoted a Dataquest forecast of 28M set top boxes in 2000. This is still not large in a total market of 168M drives but it is a very fast growing sector. I just think it is nice to have other customers.>> That's by far the largest number we've seen for 2000, if correct. Like Stitch, I have to wonder whether all these set top boxes would have disk drives (although once people understand them, who would want a set top box without one?). Can we add PVRs on top of this number? -Z