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.

Technology Stocks : PC Sector Round Table -- Ignore unavailable to you. Want to Upgrade?

To: Yogi - Paul who wrote (476)	6/15/1998 9:48:00 AM
From: Mark Oliver	Read Replies (2) \| Respond to of 2025

<Is a more capable PalmPilot a threat to notebook unit sales?> It is a question to me whether 3Com can continue to go it's own way and not fold into the Microsoft path. I think their hand writing interface is a key driver to Palm Pilot's success. What happens when you have good speech rec? Again, how much do you need this device to integrate into the rest of the system via the VPN? It sure seems like they are marking time until their niche is used up. It would seem to me like they have a real hat trick to perform if they can pull this product's lifecycle 5 years or more into the future, but you can say that bout hundreds of technologies. In the mean time, they've done very well, becoming a standard. That is worth remark on it's own. I've never used a PalmPilot, so I'm not the best person to talk anyway, but that has never stopped me before. Regards, Mark

To: Yogi - Paul who wrote (476)	6/16/1998 5:50:00 PM
From: Stitch	Read Replies (1) \| Respond to of 2025

Yogi, My view is that an Oracle/3Com combo is going to be very interesting. But it is still a nascent market and you know what they say about "pioneers". On the other hand it is looking increasingly like large corp. databases are the saviour of the storage industry. The following from Morgan Stanley's just released mid qtr update in which they quted research from gartner Group's Dataquest Division: "The need for storage is increasing at a monumental pace, and the resources required to keep up with this need are becoming more advanced and scalable as well. Gartner forecasts an increase in RAID spending to nearly $42B in 2002, from approximately $17B in 1997 and an increase in server value devoted to storage reaching 55% in 2002 (from 45% today)."