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Technology Stocks : QUANTUM -- Ignore unavailable to you. Want to Upgrade?

To: Raffi who wrote (5975)	12/3/1997 2:58:00 AM
From: mozek	Read Replies (2) \| Respond to of 9124

Raffi, I have strong reason to believe that William is right. I think the move to digital pictures, cameras, and video and its corresponding storage need is being underestimated. I believe that in less than a year, an average, new end user system will feel adequate with an 8 gig drive. Don't know what QNTM will do in the next 3 months, but over the next year, it's a strong buy to me. Mike

To: Raffi who wrote (5975)	12/3/1997 9:23:00 AM
From: William T. Katz	Respond to of 9124

Raffi, I agree that the disk drive capacities are a little ahead of the applications, but I wouldn't put the figure more than 3-6 months ahead. We should start seeing some killer apps by mid-98 using MPEG-2 encoding chips from Sony, C-Cube, et al. We will be able to digitize home video and edit them ... I think it will be the birth of a great new hobby. People will be able to store dictionaries/encyclopedias on their hard drive to speed access rather than keep them on CD/DVD. When we have that much disk drive, we figure out how to use it. And to think that I may be able to store the entire Visible Human models on my hard drive in a year or two! :) But even though the general consumer DD picture looks bad short-term, look at the other pictures: 1) Disk drives for servers will go way up. This is particularly true if Intel/Oracle/etc NC ideas boot up. 2) Solid state drives will be in more demand from #1. 3) High-quality backup continues to increase due to the increased volume of digital information. DLT DLT DLT. 4) NFR for cheaper backup, particularly for all types of consumer digital information like home videos and photos. Here is my real long-range thought: I expect to have all my movies (Hollywood and other) in digital format within 3 years. I will be purchasing a PC in a year to be the centerpiece for my residence. It will handle all telephone messages, video entertainment, documents, financial information, music [both commercial and my own stuff], etc ... all of it will be digital with the most important stuff on fixed hard drives. When I leave my home, I want to select the music I want to hear, download it rapidly to some removable media, and then be able to play the selected music in my car. Lots of interesting possibilities .. -Bill