Advanced Digital Information Corp. (ADIC) Message Board

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Technology Stocks : Advanced Digital Information Corp. (ADIC)

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To: Chilidawgz who wrote (2052)	8/18/2000 7:32:47 AM
From: Jim Oravetz	Read Replies (2) of 2283

I did reconnect with the CC replay later last night. It runs for over an hour with all the Q&A's. Mngm't is very confident in their outlook. Some talk initially about the new SEC rules on selective disclosure. Lots of breakdown info i.e. large systems vs. smaller ones, growth rates, OEM deal info, US vs overseas business, new business opportunities, coverage of new ATT order, IBM LTO drive info, R&D spending levels vs. revenue. Lots of good probing questions "phoned" in. Management handled them very well. If you are invested in ADIC, the replay is a must! It is long, but really gives you an idea on mngment and business outlook. Not sure how long it will stay linked on the ADIC site or if an 800 number is available. IMHO, I can live with the downturn here. I may buy more! In a few more Q's, ADIC biz will expand nicely. They have the resources, both manufacturing and service, to feed an expanding business base. Jim

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