DSS: DLT finally open for trading Message Board

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Technology Stocks : DSS: DLT finally open for trading

DSS 1.090

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Nov 28 9:30 AM EST

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To: Sam who wrote (72)	9/30/1999 9:41:00 PM
From: Z Analyzer	Read Replies (1) of 488

When QNTM started talking about SDLT, they were talking mid-1999. I don't believe anyone expected mid-2000 for volume. I don't believe I still have my notes from that long ago. As an update to my last post on EXBT, the ASIC that was supposed to have been in last Friday is expected tomorrow, back on the prior schedule. <<As for the "unresolved issues" that you keep referring to: frankly, there could easily be unresolved issues for everyone concerned with this inflection point in tape drives. Do you think that LTO will get everything right out of the chute? Or Exabyte for that matter? The questions you have about SDLT could easily be asked about them as well. We'll have to see how it turns out.>> M2 qualification units are expected in about a month with revenue shipments mid-November. This is a very different situation than SDLT which is much further out. EXBT is saying they haven't talked with anyone who has seen a SDLT, the same thing I heard from someone else a while ago. M2 is an far simpler evolution which will be produced on the same assembly line as Mammoth. Roughly 300 have already been produced on the regular assembly line. This problem ASIC came to EXBT on Jan 13th and was highly functional enabling alot of testing to continue. By the Apriil 14th conf call, 175 M2s had been produced on the regular assembly line. I don't believe there are any major issues left if this ASIC works. In short, to assume that everyone started their programs at the same time and are of equal complexity, making first to the finish line a random event, strikes me as a gross oversimplicacation. EXBT has always maintained M2 was a simple evolution and QNTM went to lengths in their product announcemt to discuss their 4 or 5 new technologies incorporated in SDLT. -Z

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