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: Sam who wrote (6474)	6/3/1999 11:04:00 PM
From: Mark Oliver	Read Replies (1) \| Respond to of 9256

Just curious if any one could make a connection with Hutchinson's surprise announcement that orders had fallen off and that they would need to lay people off. It looked at the time like there was a temporary over supply maybe due to an adjustment of buying from higher up the chain. Well, has this perhaps caused a more severe pricing as any weakness in demand would hurt pricing power? Interesting to see Hutch had very good strength in share price these last 2 days which might indicate the order imbalance is over. Also, we see Seagate stream lining distribution, and Compaq as well. This has got to mean a reduction of inventory as suppliers are cut back. How quickly would this hit pricing and how quickly would it be resolved? Well, there I go again, lot's of questions and few answers. Regards, Mark

To: Sam who wrote (6474)	6/4/1999 3:17:00 PM
From: Yogi - Paul	Read Replies (2) \| Respond to of 9256

Sam, <<They are now into photos, email, games (card and board games, not shoot 'em up games), web surfing of various sorts. Soon they will be into video. >> Photos-- stored on personal web space (network), e-mail-- stored on the network server or answered and deleted ( at least that's my method), games (card and board) -- see Yahoo Games, again a network storage, web surfing-- network storage. Video? -- to be determined. Video has to be produced somewhere and I don't see anyone producing any video I want to watch. As for corporate training films-- etc, all stored on the network. All accessed via very fast networks. <<On the business level, more and more terabytes are going to be stored as video comes into play. Training videos. Worker manuals. Tech doc showing you what to do, not just writing out instructions. The people making these videos will need huge drives, their backups will be huge. There will be huge databases in many companies. A terabyte will seem like gigabytes do now at some point. >> All network functions accessed by very high speed networks. None stay resident on the local hard drive. Network storage is, IMHO the most exciting opportunity other than pure silicon of the coming decade. The trigger for unlocking the potential is to get complexity out of the end users universe. That means local hard drives, local applications, local operating systems have to die. Some Disk drive companies will die with it. My picks to croak, Qntm (the drive stub), MXTR, WDC. I can't wait, Paul