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Technology Stocks : Energy Conversion Devices -- Ignore unavailable to you. Want to Upgrade?

To: Michael Latas who wrote (2938)	1/9/1999 2:08:00 PM
From: Retiarius	Respond to of 8393

good source for erasable product info (emedia professional) emediapro.net is a nice link to track once a month. it's also a hard copy magazine available at borders books. they have useful drive & media market survey results in a column called "CD Tracker", but they haven't broken out write-once CD-R disk sales from erasable CD-RW or DVD-erasable yet. for january 1999, dana parker has a piece running down all the writeable DVD phase change formats, entitled "Writable DVD: A Guide for the Perplexed", mentioning in passing some patent issues, as she has with previous columns. see emediapro.net on another track, market penetration numbers for DVD rewriteable drives are very conservatively estimated by ray freeman, founder of OSTA, now trying to draft a MultiRead standard for DVD-erasable as he did for CD-RW. his numbers for drives, much more trustworthy than manufacturer estimates are: 1998 140,000 units 1999 400,000 2000 1,200,000 not counting any camcorder explosion -- this is from: varbusiness.com dataquest pegs erasable drives at 6M for year 2002. i'm waiting in earnest for ballpark media estimates other than from the makers themselves.