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

To: Stitch who wrote (5379)	8/5/1998 10:05:00 AM
From: Robert Douglas	Read Replies (1) \| Respond to of 7841

My eyes are squinty from gazing seaward but I am beginning to wonder if I shouldn't be paddling hard for dry land. Are you paddling hard for dry land because you see the next swell or because you are giving up on the area and think the waves are better elsewhere? Surfs up?! -Robert

To: Stitch who wrote (5379)	8/5/1998 1:34:00 PM
From: Kevin Linder	Read Replies (1) \| Respond to of 7841

Stitch, I appreciate your posts and I am personally glad to have found them. This industry is fairly complex and the currents out here are awfully rough. I would love to think the next few waves are going to be great and good surfing. However, the recent past doesn't give me much hope. Just when you think its safe to go back into the water another shoe drops (excuse the mixed metaphors). I agree that the expansion of voice and video data will make 6.4 Gig hard drives seem as small as 40 meg hard drives seem today. However other factors are going to effect this equation. Compression software can make a 2.5 gig hard drive seem like a 6 Gig. IBM and SEG are trying to push GMR and OAW(separately). From the things I have heard (and understand), this should push the storage capacity up to around 30-60 gig for a desktop computer. This will not bring the disk drive industry to the Nirvana of drive Allocation any time soon. My personal feeling is that A Big Shoe has to drop before normalcy returns. I still think SEG has one of the best potentials upside, and downside is not much from here. What's your technical take? UltraDMA and Ultra2 SCSI has not seemed to spur an upgrade cycle yet even though they offer significant advantages. UltraDMA2 should be out next year and offer data transfer rates up to 66 meg per second. Still I have to wonder whether it will make a difference. I don't think the average consumer knew or cared about the difference between UltraDMa transfer rates and their old hard drive transfer rates(33 meg/second vs 5-15 meg/sec). Fibre Channel seems promising and I enjoyed the discourse about it. SCSI technology has not seemed to take with consumers. Ultra2 SCSI with data transfer rates up to 80 meg per second seems promising, however, I wonder if UltraDMA2 will steal sales from it. Regardless of the fact that these products are designed for different markets. If you have time between Tequilas and waves I would love to hear your thoughts. Kevin Linder