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Technology Stocks : Disk Drive Sector Discussion Forum -- Ignore unavailable to you. Want to Upgrade?

To: Gus who wrote (1962)	12/31/1997 2:24:00 AM
From: Mang Cheng	Respond to of 9256

An interesting article with some good comments about disk drives : "Data broadcast may pose a challenge to companies, like Yahoo! and America Online, that aggregate content in order to become major Web destinations. The reason is that most available broadcast bandwidth out there is already owned by TV stations, cable companies, and satellite companies. Net-based content aggregators have no claim on a broadcast feed. " " Who wins? Hard-drive makers will have a huge new market. Companies that have been in this market for years, such as WavePhore and Data Broadcasting Corp., may finally break through. The consumer-electronics industry will get a chance to replace the entire installed base of CD players. However, the largest victor of all may be TV broadcasters granted free licenses of spectrum originally meant for HDTV. These vendors will reallocate this gift, valued by some at over $70 billion, toward more realistic uses like data broadcast. " pathfinder.com Mang

To: Gus who wrote (1962)	12/31/1997 8:45:00 PM
From: John Wang	Respond to of 9256

Gus: The demand for powerful software products for doing sophisticated 3D stuffs, etc comes from high end PC's or work stations. If this market segment shrinks significantly, the financial/margin incentive that drives developers of this kind of software will be much less due to less volume of purchase. I believe to have seen one of the gloom and doom analysts make this kind of extrapolation. One other analyst declared that companies like CPQ or Dell would be like WANG Lab or Data General in a few years, which I doubt very much. The shrewd management will take the company to the next level. John