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

To: Pierre-X who wrote (78)	11/10/1998 11:10:00 AM
From: Gottfried	Read Replies (1) \| Respond to of 1989

PX/all, I didn't know how cumbersome writing to a CD still is. Thanks to May Tran for reposting a description... Message 6355188 G.

To: Pierre-X who wrote (78)	11/10/1998 11:51:00 AM
From: Yogi - Paul	Read Replies (4) \| Respond to of 1989

PX, <<I disagree 50% because these things WILL happen, and in a few years everyone will be wondering how they lived life with puny 20GB HDDs. >> Don't think so. International e-commerce available to the public and communication applications are the "Killer Aps" of today and the future. Unfortunately, neither require large local (desktop) storage. They do require huge enterprise storage capacities. Folks, I give you a story like eBay. My wife and I collect and sell antiques and art as a hobby. 9 months ago, our entire market consisted of a 100 mile radius. Enter eBay. We have bought and sold things from all over the world. In 9 months we expanded our contacts internationally. Additional Storage requirement on our local home desktop-- 0 Mb. Storage requirements at eBay and ISP storage sites --exponential growth. (Yes, a WAG). The money, the research, the innovation will be targeted at enterprise or network storage and communication capacity and speed (bandwidth). Desktop computers will evolve into communication terminals with some relatively small (if you can call 8-20 gigs small) local storage. Just as an aside- From an investment viewpoint, eBay is now worth more than Quantum and WDC combined or about 40% of SEG (I agree an absolutely incredible excessive valuation). eBay produces nothing it merely facilitates e-commerce. Yogi

To: Pierre-X who wrote (78)	11/10/1998 12:20:00 PM
From: accountclosed	Respond to of 1989

No, but I agree with your 50% disagreement. <g> It definitely will happen that a killer app or something will fill a void. No question. But, as investors, I think perhaps we need to be mindful that there may be some dead space or unevenness. The stocks could suffer if the app is not on the radar screen and coming in for a landing. And possibly the stocks will bounce back when the void is filled. I just want to have the dead space on my radar screen.