Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: appro who wrote (8141)	3/24/2000 7:25:00 PM
From: Gottfried	Read Replies (1) \| Respond to of 9256

appro, that was a really encouraging post! If you, Stitch and Gilder all agree it must be so. :) Gottfried - hanging on to his DD stocks. PS: you're the second guy this week telling me a broadband connection changed his life.

To: appro who wrote (8141)	3/24/2000 11:41:00 PM
From: Yogi - Paul	Read Replies (2) \| Respond to of 9256

appro, Told ya you should stand on the soapbox more often... Enjoyed your post. Anyway, you guys must be reading a different Gildered Age than I. Much flowery prose saying, essentially, "It's the bandwidth, stupid" Quoting: "These companies all use computers, but they are not computer companies. All the conceptual foundations of the computer age are reduced to irrelevance. A new economy is emerging, based on a new sphere of cornucopian radiance: blah, blah, blah... Promethean light". Gimmee a break, Gilder.. How about putting it in Frankenstein dialogue-- "Hardware Bad. Software Good." Storewidth isn't about physically storing data. It's about accessing the data you need and only the data you need (especially when you don't know specifically what you need). Raw storage will always be the least valuable aspect of storewidth. Robert wants to have his investment evaluation information at his fingertips and wants to retrieve relevant data quickly and efficiently. That is a software function-- not a raw storage function. His need for local storage diminishes as greater bandwidth is complemented by more effective, efficient network search algorithms. The object of this exercise-- in business, in investing, in entertainment is not to possess the most bits at any given time, the object is to have the right bits at the right time. Software.<p> By the way, your computer system sounds a lot like my wife's closet..... jammed with cool stuff but she can't find anything to wear tonight... gotta run out to Saks and get something new (Imelda Marcos would be jealous). Enjoy: obscurestore.com Paul