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

To: Yogi - Paul who wrote (6490)	6/4/1999 3:26:00 PM
From: Robert Douglas	Respond to of 9256

Paul, Network storage is, IMHO the most exciting opportunity other than pure silicon of the coming decade. Do you have an opinion on Veritas as a play on network storage software? [On topic since SEG owns a good chunk of VRTS] -Robert

To: Yogi - Paul who wrote (6490)	6/4/1999 5:39:00 PM
From: Frodo Baxter	Read Replies (3) \| Respond to of 9256

>That means local hard drives, local applications, local operating systems have to die. Who are you??? Scott McNealy? >My picks to croak, Qntm (the drive stub), MXTR, WDC. And how exactly are EMC and NTAP going to build their network storage boxes? With flash, DRAM, optical drives, etc.? Only one of the above listed needs to die, and the industry would lurch into heavy undersupply. And it's going to be the one that's the most undercapitalized. Guess who? I think the market recognized that. At the end of the day, the reaction to QNTM's problems were pretty muted. Surprising, since MXTR and WDC are pure play desktop drives.