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

To: Z Analyzer who wrote (6768)	12/15/1997 11:20:00 PM
From: Z Analyzer	Read Replies (2) \| Respond to of 9124

I am dictating this post using IBM's new ViaVoice Gold. Voice recognition technology is very exciting from the standpoint of the demands it places on computer resources. I have a one hundred sixty-six MHz Pentium non MMX computer with 32 megabytes of RAM and a 1. 6 gigabyte hard drive. This seems to the the minimum configuration acceptable for IBM's voice recognition technology. And I find that this is the first application I have used that makes me wish for more power and more random access memory. I have noticed a number of voice recognition products in the store now and prices have come down dramatically. The range seems to be 75 to one hundred and fifty dollars. Both the Dragon system and IBM systems are supposed to now recognize continuous speech with a high degree of accuracy and I am finding in my early use that this promise holds true. It is clear to me that today's one thousand dollar PC is virtually obsolete when it comes to running this type of software. Perhaps when more powerful computers are available at one thousand dollars they will not be immediately obsolete, but then we are beginning to see more promise of cable modems in the near future. The good news for the disk drive companies is that this software requires a minimum of one hundred MB, and I understand, that a as the program adds vocabulary its use can grow to as high as five hundred megabytes of disk drive space. Clearly the systems shipping to day with small disk drives will soon require updates if voice recognition becomes widespread.

To: Z Analyzer who wrote (6768)	12/16/1997 1:41:00 AM
From: Frodo Baxter	Read Replies (1) \| Respond to of 9124

Could you elaborate on the DLT growth? How could management have screwed up their math so egregiously?

To: Z Analyzer who wrote (6768)	12/16/1997 2:18:00 AM
From: Rob S.	Read Replies (1) \| Respond to of 9124

I came away thinking that DLT would be flat this quarter due to some inventory adjustments - as Quantum is better able to fill demand the channel doesn't feel as compeled to hold as much inventory. Also the end demand is a bit slower than expected. As I said a few weeks ago, Quantum indicated in their last quarterly call that sales were expectd to taper off from the previous 100% growth rate to around a 50% in '98. I think the current Asian situation and other factors has just accelerated that adjustment. My how quickly the bloom has gone off the rose (from previous glowing expectations). I just finished listening to the Micron (MU) conference call. They came in with 4c v. estimates of 9c-10c. The S. Koreans are dumping DRAMs at just about whatever price they can get because the flow of low interest loans (free money) has dried up. Foolish people. Let's hope that foolish U.S. and Japanese politicians don't throw good money after bad. After years of building capacity to build semis and HDDs to capture market share at lower than reasonable prices, the Koreans are blackmailing the U.S. & Japan to bail them and the stupid, greedy investment bankers out so that they can repeat the process. Write your Congressmen and insist that the U.S. should let these fools go bankrupt or should require them to sell off their assets or ownership in their companies to other companies/countries. - they now have communistic limitations on foregn ownership. Here is the number for the MU conference call 402-220-0103 And some comments I have about the Asian bail out: Message 2975472 (I know my comments are a bit extreme, but remember the other side has influential pupet investment bankers and foreign governments paying for lobyists and political junkets)