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 : Western Digital (WDC) -- Ignore unavailable to you. Want to Upgrade?

To: kormac who wrote (7959)	12/3/1997 8:49:00 AM
From: Rich Goldsmith	Read Replies (1) \| Respond to of 11057

seppo, OFF TOPIC Also apparently IBM with (I think) Toshiba has 75% of the notebook market. My understanding is the CPQ has pushed past Toshiba in the notebook market. Regards, Rich

To: kormac who wrote (7959)	12/3/1997 9:40:00 AM
From: Pierre-X	Read Replies (1) \| Respond to of 11057

Re: NFR You said: Well, TeraStor is supposed to bring out a drive next summer based on their technology. Time will tell how successful they will be. The time to initiate investigation of approaching substitutive products is now, prior to their introduction. I see an oncoming horde of potentially cross-elastic products on the horizon such as Jaz 2, Orb, DVDRAM, and NFR. One ignores these dangers at his peril. I think removable technologies such as these will impact the desktop much more than the server market segment. The server segment requires as much speed and capacity together as technology can reasonably offer, ergo growth in array sales. Desktops on the other hand have many uses for removeability including data portability, data exchangeability, data security, archive, and sheer capacity. Historically removeable technologies have commanded a huge price premium and performance penalty relative to fixed disks but these technologies on the horizon may possibly even that gap or even reverse the situation. If the latter were to happen then the situation would be grim indeed for a pure fixed disk maker like WDC. QNTM and SEG would be buffered somewhat by their own removeable-media programs. PX