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Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?

To: Tom Trader who wrote (15836)	12/21/1997 10:40:00 AM
From: j g cordes	Respond to of 50167

Tom... <gg> sure thing, after I finish my proposal on quantum physics as it relates to peanut butter separation! Jim.. "Could you offer me a perspective regarding the merits of the different DD makers, preferably stated in term that I am able to understand -- given that you have some notion as to my rather basic approach to these things. Also do you have any sense as to this report that I heard--and probably misunderstood-- that because of changes in technology, the future of the DD makers is up in the air given that other storage solutions are in the offing." I'm not an expert or even a good source for data in this area, but here are my trader's thoughts. A brief comment on data needs in general. Broadly speaking we have application and browser data needs that draw on three main data resources... and they are all growing. SEG is in all of these and yes, it has plenty of competition. a. Relational Data (sql foxpro oracle dbase etc b. Non-Relational Data (video, text news feeds, email, etc.. c. Legacy (mainframe and mini computer resources etc.. This points out the huge diversity of storage needs and possible solutions... The curve of sales of computers and other storage provoking needs is growing. There is a spreading out of solutions in the market place with new technology but every computer is shipped with a hard disk, nor do I see anything except nc's or dumb terminals being shipped with only a Jaz drive, cd, dvd or tape. Sales of hard drives will go 1:1 with sales of boxes in the general consumption market. Hard disk technology is still very competitive and reliable. I have three hard disks in my computer and an external Jaz for shuffling files to and fro. The point here is that the storage industry is still alive. New possibilities are opening for accessing data, new programs are making greater demands... its a cycle we're stuck with until our brains are mush... and we become the hot buttons our technology pushes to sustain itself (if we haven't already arrived at that point). There are a lot of players in the storage market. When I mentioned SEG, I did so in context of WDC and QNTM and as a possible bottom bounce as a price of 18+- fits my technical target of good opportunity for a 30% or better trade. As a contrarian its my sense that because they have suffered an earlier downturn in their Asian relationships and technology/software cycles, their solutions may be ready earlier for next year's market challenges. Jim

To: Tom Trader who wrote (15836)	12/21/1997 2:34:00 PM
From: Logain Ablar	Read Replies (1) \| Respond to of 50167

Tom: SEG's 9Gig drive (cost of $600) just won PC Computing's award as one of the best products of the year (for what thats worth to botton line and stock price? the Jan 98 issue). I do know 4 months ago $500 would get you a 4 Gig drive. In last 2 months IBM announced new breakthrough of using a smaller platter with more data. At least initially the new IBM drives will be for IBM products. This will put pressure on the rest of the DD sector (one of the reasons why I like IBM). Tim