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

To: Sam who wrote (4035)	7/29/1998 4:38:00 PM
From: Stitch	Read Replies (3) \| Respond to of 9256

Sam, <<QNTM and SEG make 18 gig drives. >> However, there is a distinction to be made in the WDC announcement. The 10 GB drive (at 3.4 GB/Sq.In.) is aimed at the next plateaux of desktop storage. The 18 GB you mention is an enterprise (high end) product. Imagine this, that just a tad over a year ago the fully loaded desktop came with a 4GB drive. The bread n butter capacity level is shifting to a 2.5X in a year. We have had much talk about how there is a dearth of applications but the article refers to win 95 at 100 MB versus win, 98 at 300MB. It also mentions gaming prominently. Any serious gamer will not play from the CD (too slow). They ant to put the whole thing on the hard drive. I, on the other hand, want to put "Clair De Lune" on my hard drive as played by he incomparable Julian Bream & John Williams, which is what happens to be playing now. File size: 4.8GB at a 21:1 compression ratio over the normal .wav stream. I am not sure where the sector bottoms out. I am well below my initial rentry point on a couple of stocks. But I am absolutely convinced that patience is the name of the game. I am equally convinced that this whole downturn will, in hindsight, be regarded as an incomparable opportunity. Best, Stitch