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

To: Z Analyzer who wrote (5103)	12/21/1998 8:03:00 PM
From: Yogi - Paul	Read Replies (1) \| Respond to of 9256

Z, Digital Living Room. digitallivingroom.com digitallivingroom.com You can link from there to the hardest to read survey you will ever see. <<Also, any idea how the PCTV market is faring?>> Dead. The internet appliance/set top box is very much alive however. This white paper is very interesting for all interested in digital networks. Technical but worth the read. sel.sony.com I have been playing this from the GIC-TCI-T angle for quite some time. Owned a lot of Sony but sold out some time ago. Yogi

To: Z Analyzer who wrote (5103)	12/22/1998 9:02:00 AM
From: Stitch	Read Replies (1) \| Respond to of 9256

Z, <<I'd like to hear what people are saying about the potential market for VCR's an TVs incorporating disc drives. Has anyone seen any intelligent commentary from industry sources or Dataquest? >> I received a notice that Peripheral Research Corp. in Santa Barbara plans to publish a report in March on disk drives in non pc applications. It is going to encompass video recording. They have published reports on video recording and video on demand in the past so this is a segue into the larger non-traditional markets I guess. I will let you know if I decide to get the report. Best, Stitch