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To: Yogi - Paul who wrote (90)	11/10/1998 8:02:00 PM
From: LK2	Read Replies (1) \| Respond to of 1989

Yogi, why do you think your desktop views are in the minority? All the posters seem to believe that future growth/higher margins are either network or someplace other than the desktop. I must be missing your point, entirely. What you say seems to fit comfortably with what everybody else has been saying all along. So I don't understand why you are saying your >somewhat anti-desktop views are in the distinct minority.< Regards, Larry

To: Yogi - Paul who wrote (90)	11/10/1998 8:51:00 PM
From: Stitch	Read Replies (1) \| Respond to of 1989

Yogi, <<20 gigs is one enormous mother of data. Its less then ten full length films at today's best compression ratios. <<The opportunities, margins, and growth all seem to be centered on connectivity and netcentric delivery of information and applications. >> I agree with this. But also believe title ownership will continue to be a strong motivator in the consumer market (as well as corporate for that matter). I am less certain that HDDs will emerge as the download point of storage but I think it will. <<Maybe a small one for personal video (kids, dogs, christmas) but a Zip drive or equivalent with removable storage would be adequate, IMO.>> The only removabe HDD that comes close to storing a single title per piece of media is Castlewood's ORB (tm) product. ZIP doesn't touch it, at about a 20th of the capacity required. But I may get your drift here and agree that removable is an interesting play to consider. <<For disclosure, my long term investments (in this area) are in EMC, IBM, UIS, SEG.>> talk to me about UIS. Just have been looking at that. The rest I agree with. <<My somewhat anti-desktop views are in the distinct minority here so take all with a large spoonful of salt,> I preferred an extra long puff on the Cohiba I lit this morning, and a long draught of local Kopi-O, (thick, thick coffee with milk), accompanied by a condescending "harumph". <GGGG> Best, Stitch