Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Stitch who wrote (6466)	6/3/1999 5:54:00 PM
From: Yogi - Paul	Read Replies (2) \| Respond to of 9256

Stitch, An awful lot of reliance on the cyclicality of the computer sector in the face of a totally different environment. There seems to be an opinion that IT budgets are not stretched to the breaking point by Y2K concerns (I hear different), increased competition leading into the traditionally strong Xmas shopping system; consumers are going to have to chose between a new system for Buffy, a new ( and impressive )Playstation for Junior, or a new digital camera for The Cleavers. While I, by no means, talk to a representative sample of the corporate market, I am hearing of exhausted budgets going into the traditional buying periods. The individuals I talk to are not the slightest bit excited by the prospect of spending more money on new computers and, in fact, are lamenting on how little their existing ones are used for more than games and chatting. The coming availability of broadband access is far from magic for the disk drive industry. I see increased availability of netcentric storage and applications and decreased reliance of a (necessarily, in the past) bloated operating system. Many view multimedia as a "killer demand driver" for increased consumer storage requirements. Fine, but no one has been able to show me anything I want to download onto my resident storage. Books? I'll buy a Rocketbook. Music? Gimmee an MP3 player. Television? Show me something I want to save for posterity. In short, mass storage management and delivery over the "net" is an exciting investment opportunity. Mass storage at the consumer level is dying. The disk drive sector is in for some serious pain, IMHO. Sorry, I had a summary planned but I see Quantum just warned. Gotta Go. I love it when a plan comes together. Ah hell, I'll post this without editing. Suffice to say, I'm still heavily negative on the DD sector. Paul