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Great links, thanks.

Home Theater Aug 2005 issue also mentions Colossal Storage's Atomic Holographic DVR disc and offered two more twists:

- New Medium Enterprises red laser Versatile Multilayer Disk (VMD)<> with similar capacity as Blu-ray
- TDK's unveiling of a Blu-ray disk that can store twice as much and record twice as fast as existing Blu-ray

Now how all this translates into investing opportunities is another question. Optical storage media is primarily used for distributing music and video to consumers today and I've got to wonder if downloading music and video, with or without wires, isn't a better way to do this. In this scenario, optical storage media becomes relegated to the content providers, for streaming, recovery, or archival purposes. The market hasn't broadly accepted optical storage for these purposes since the performance and economics of magnetic disk (and non-volatile memory technologies) keeps improving.

In short, except for some very tactical and unsustainable investment plays, all flavors of optical media seem likely to forever remain dark horses as far as investment opportunities go.
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