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

To: William T. Katz who wrote (8481)	2/17/1999 12:45:00 PM
From: Z Analyzer	Read Replies (1) \| Respond to of 9124

<< So the bill of materials is not likely to get below $150 any time soon so I think it puts a floor on how cheap TiVo and Replay can get their systems. If they offered digital VCRs for even $400, I think they'd get a "reasonable" demand. But a year from now, the drives on those digital VCRs will be more than 2x larger and the cost of the encoders will be less... the digital VCR will get here and be big, the question is when and whether Quantum can capitalize on a backup mechanism for the boxes as well.>> Actually, I find this scenario quite encouraging. Care to speculate on the size of these markets compared to the size of the drive business today?

To: William T. Katz who wrote (8481)	2/19/1999 12:00:00 PM
From: Sam	Respond to of 9124

RE: QNTM and TiVo, from QNTM's 10-Q: Quantum and TiVo Inc. - Strategic Cooperation. In December 1998, the Company announced a strategic alliance with TiVo, Inc., a company which has created personalized television through the combination of an innovative new television service and patented consumer electronics technology that enables viewers to control what, when and how they watch TV. Under the terms of the agreement, the Company will provide the Quantum QuickView(TM) hard drive technology for integration into the TiVo receiver, an in-home center for the TiVo personalized television service. Quantum QuickView hard drive technology was optimized for the TiVo center to enable time-shifting capability and provide instant access to content. The technology allows viewers to pause, rewind, slow-motion and instant replay any live TV broadcast as well as automatically time-shift their favorite TV shows for viewing anytime. Availability of the TiVo service is expected to begin in early calendar year 1999. [note: bold not in original--s.]