Mark,
>>I didn't realize ADIC had such a stable of OEM partners for DLT...
Well, take the word "OEM" out of that sentence, and it works better. I'm trying to find more information on the partnerships, but most of what I can find on "The Net" is a little old exept the little that is at adic.com .
It sounds crazy, but ADIC's strategy is more to stay away from any "binding" relationships with bigger companies, much like Iomega has done.
That way, they can avoid "taking sides," in other words alienating these people's competitors. They want everyone to buy from them, and that strategy seems to be working very well recently.
The thing I like about ADIC is that they really concentrate on marketing and "pleasing the customer." They are getting a reputation like HP in the industry where they are "always out to make you happy," and it is allowing them to command a slight premium for their products. Another sound strategy! The customers are happy and it allows us shareholders to reap fairly-sized profit margins, very decent for this industry.
As for a share price prediction on March 1, I'll say 60 days and go to April first instead (I hate short-term predictions) and I'll go with $26.50. Oh you want a range, I'll say $24-$29.
I don't know if that will be higher than ODETA or not. ODETA kind of falls into the "special situation" category right now, I think if the market is getting frothy, the spin-off will go really well and ODETA will end up higher though it will help ADIC as well. I (and this is only my opinion) would say that the odds are in ADIC's favor for being higher 30 or 60 days from now, but I think both will appreciate.
By the way, thank you for jumping to this thread, it is the "behind-the-hype" commentary like yours that I want in this new thread. Don't let the freaky lettering fool you. We're looking for "real" stuff here.
Cheers!
~Ben :-) |
