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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Cary Salsberg who wrote (3301)	5/25/2002 2:46:17 PM
From: Crossy	Read Replies (1) \| Respond to of 95622

Cary, I put it the way I thought it is. I should have been more specific. Not the dumb HDD is in its infancy. What is in its infancy is LOCATION INDEPENDENT STORAGE. Or call it "virtualized storage". It is already mandated by the SEC for financial institutions. Off site data storage enabled WTC-tenants to survive Sept. 11th and stay in business. And it's hard to argue that investment in the required hardware and services could be delayed for long... And not only does this hold true for the WAN (albeit in a larger time horizon), it is even more true for the LAN, where campus centered centralized backups are an important trend.. Pls. do not only look at those HDD costs. The cost for switching gear (SAN equipment) and permanent storage is another factor. And yes, if you are looking at massive storage (in Tera and even Petabytes) then your notion "all threads fit on HDD" no longer would apply. And there are many "digital lifestyle" applications that mimic this enterprise networking trend in the consumer segment. Just look at digital music (uncompressed, or losless) or digital video... rgrds CROSSY