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Technology Stocks : EXABYTE

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To: Z Analyzer who wrote (211)9/27/1999 2:46:00 PM
From: Sam  Read Replies (1) of 218
 
yes, of course you're right, there is "No reason to believe SUN and just about everyone else shouldn't be looking at M2 if its going to be first to market by a significant margin."
And I put in a call to QNTM on Thursday afternoon to ask about SDLT, and still have yet to get a call back, which doesn't please me very much. However, here is another view from the Yahoo board, admittedly from a poster who has been negative on the company for at least a couple of months now, which is about as long as I've been reading that board. This poster always sounds as if he knows senior management at Exabyte personally (perhaps he was a middle manager there? I don't know). He doesn't hide his opinion of them:

<<You hit the nail right on the head. Ok so let's say by some far stretch that M2 ships soon and actually
works. And unlike the XL to Elliant disaster maybe Exabyte is actually helpful to those who need it
if there are support issues. The wind blows in the right direction and all the stars align. Unfortunately
you still have the same management. Orcutt can't spell OEM let alone sell to one and now he's a
worldwide guy. Behrendt will still have a say in the marketing becuase he is a self proclaimed
storage/industry expert. A formula for disaster and a good nap if you ever get the opportunity to
meet him. And then there's the first quarter release mentality. We've all seen it let's say it together
STUFF THE CHANNEL and call the shipment not the pos SALES. Wait and see even these guys
can screw up a good thing that's how we all got here. I stand by my preduction of $2 and change by
January.>>
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