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

To: grogger who wrote (4068)	9/23/1998 8:49:00 PM
From: Jeff Lins	Read Replies (1) \| Respond to of 5058

Hello all...I am the guy that bailed a few weeks ago; took my HUGE losses with me as well. A question: I have been out of Intel for some time. The reason? Competition- which won't replace Intel, but will surely reduce margins. And, just as importantly, I don't see a need for faster processors. Before you flame me, I just mean that I see Celeron driving their growth, not Katmai based chips. Soooooo.... What is going to drive users to demand more hard drive space? CD's are moving faster, DVD will soon be just as fast and store even larger amounts of data. Now, I'm not suggesting that these devices will become great local storage devices-too slow- but they generally only require a small amount of hard drive space to run. I am thinking of games here, primarily. Look at what you need to run a typical computer: Win95, Office97, Navigator/communicator. That is it. A few hundred megs. What will require multi-platter 13+GB drives- aside from enterprise units? Look at all the information on the internet. Tons of stuff. I can get it any time I want. Cost? 1k for the bookmark. Couldn't download all the info even if I wanted to. Copy all of my CD's so that I don't have to mess with loading them? Nope. Copy protection schemes require the CD be in the drive. Scanners? Our only hope. Bottom line: I don't think Intel will return to the profit machine of old until a new "killer app" comes along to push demand for more CPU cycles. And I don't see how we are going to make it selling drives with a single platter that provide more storage than any normal user will need for years to come. What will be the killer app for the storage industry.