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

To: Robert Douglas who wrote (8138)	3/24/2000 4:02:00 PM
From: Gottfried	Read Replies (1) \| Respond to of 9256

Robert, from the Gilder message... >His thesis is that through the progression of the information age that critical components move from no supply, to the "name your price" phase and then eventually to a commodity state of plenty of supply where it becomes hard to make money.< If the progression is as bolded above, I don't see how we can go from commodity back to name your price as suggested in the quote below: >Now, he cites the next boom and place to position yourself is in STORAGE-width because there will be a shortage created by all the bandwidth.< The Gilder article MAY be here... forbes.com Gottfried