<<Normally, as the OEMs are doing their quals, volume shipments are going into distribution where evaluation times are short.>>
Well, I don't know. I was fixing dinner for myself and my daughter when I took the call, and really didn't have the time or composure to ask the questions that would have pinned it all down better, I was doing three things at once. So it may be that volume shipments will be going into distribution, or it may be that they feel that they want to make absolutely certain that there won't be any screw ups, and want to test the bejeezus out of the machine before releasing it. Perhaps it will depend on how the market looks at the time; if M2 really is out there, and if it seems to be selling, then they may be inclined to act differently than if it either isn't there at all, or is having problems.
I agree with you about this, for sure: Exabyte's market cap is low, especially considering their cash position, which is, what, around 40 something million now? Or was at the end of last quarter. It may be down in the 20s by now, we'll have to see. For all the hoopla that some make about how their DLT library is somehow better than ATL's, do you know how much they sold last quarter? $2.7 million. That was up from 2.6 million the quarter before. Now that's some growth. Where's the beef? You know as well as I do that sometimes low market caps aren't cheap. |
