SI
SI
discoversearch

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


To: Crossy who wrote (3303)5/25/2002 3:01:33 PM
From: Cary Salsberg  Read Replies (1) | Respond to of 95622
 
RE: "LOCATION INDEPENDENT STORAGE"

I see storage (HDD), servers, and networks. All require standards and all are or are potential commodities. Now, a commodity can undergo an amazing technology trajectory, e.g HDD and DRAM, but it is not likely to generate high profitability.