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To: John Stichnoth who wrote (10183)	2/4/1999 6:04:00 PM
From: Stitch	Respond to of 11057

John, I read your post in the morning time here in Asia and have 30 minutes to pack, check out, and attend a breakfast meeting. Having said that you have asked a mouthful. On top of that I will be flying back to KL tonight and getting up early to take my son fishing. I will comment on your questions, but it may be Saturday morning your time before I can post it. In the meantime here are some short answers: <<Does anyone have an estimate (their own or others') on when the drive market will turn up?>> Overwhelming evidence (and most analysts agree) that it has already in terms of unit demand. I will try to post the latest numbers. The issue has not been demand. It has been profitability. Still is for some companies. <<Second question: What's out on the horizon that could replace (heaven forbid!) disk drives? CDRW? >> This will best be answered with some links and brief comments but in general nothing for the next several years. <<Third thought: At some point the internet need for storage becomes an important factor. How soon will this be?>> Quite right and to a degree it is happening already. Server markets are exploding. But bandwidth, as you point out, is a pacing item. There are some other demand curve issues that point to the inevitable. That inevitable is highly investable IMO. It is simply axiomatic that great and greater storage requirements will emerge and the overall demand curve will look back at the the last two years as a synchronization issue and a small blip on the screen. Hmmm... now does that sound like a raging, apocalyptic, blood sucking, short selling, leech? <GGG> Best, Stitch