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Technology Stocks : Western Digital (WDC)
WDC 57.52+1.0%Dec 3 4:00 PM EST

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To: Sarmad Y. Hermiz who wrote (11025)5/16/2008 5:39:43 PM
From: Sam Citron   of 11057
EMC just recently purchased Iomega. Does that provide them with the vertical integration they need, or would STX still be a nice complement?

I would like to see the HDD makers innovate their way out of the dilemma by coming up with new product categories that use their disk drives. I thought WDC's My DVR plugging into a Tivo or Direct TV DVR's USB port to extend storage capacity was a clever idea. Something a bit more radical might be an EyePod, for example. This would be a removable drive that I carry around with me connected not to a headphone for listening to music, but a portable head mounted display unit for reading text when it is not convenient for me to be at my laptop. I tend to download lots of information during the day but rarely do I get the time to do more than a quick skim of the material. If I had an EyePod, I could read such info while exercising, commuting via bus or subway, etc. Perhaps this is too Jetson-like...

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