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.

Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (2659)	12/5/1997 11:05:00 AM
From: Brad Zelnick	Respond to of 78579

FWIW, IMHO facts fly in the face of reason: retailers will tell you that the <1K PC's are what are pushing market penetration today. (And BTW the Presario 2200 is now selling at $599.) The same retailers say that after 6 months of capturing bloated code, the subzero buyer returns for a new HD. Prices are coming down, volumes will continue to climb. Hierarchical storage is an interesting concept, but it ain't here yet. The DLT market is also interesting. It's dominating the tape backup segment, and is controlled by QNTM. However as the storage goes toward library format, I wonder about its very design - ie, as it is being read, the tape is removed from its spool. How long do you think it will take for other 8mm competitors to figure out that in a library configuration it is much faster to be able to enter and exit the tape mid-stream? Sony seems to have picked up the idea in AIT. IMHO the big time storage world will be very different 12 mo from now.