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

To: Stitch who wrote (8982)	1/18/2001 2:17:37 AM
From: Gus	Respond to of 9256

I think Neff has slipped a widget. It must be that being so terribly wrong has caught him up about 2 cans short of a six pack. LOL. If that double shot at his favorite analyst doesn't bring Laurence Kam back from the sun-drenched world of hedge funds then I don't know what will. In all seriousness, I think PC companies have a much better chance of reinventing themselves then do disk drive companies I agree. I have the 32-bit to 64-bit transition and wireless as two major drivers of massive PC upgrades during the next 5 years. Timing, though, remains hazy due to the delays in the Wintel roadmap and other supply chain issues. The relative maturity of the rich North American consumer market (~60%) and the continued decoupling of the server and storage decision in the corporate market (fueled by the way EMC is elevating storage processing to par with data processing) are two major cross-currents that will create some really funky flat periods for the industry, IMO. There is also no shortage of cub reporters eager to proclaim the death of the PC so the noise level is going to be fairly high. And without being too cynical about it, the damn bonus pool for this year is starting to look mighty shallow even with the bonanza created by energy deregulation, California-style!!!!!!!!<g>