DSS: DLT finally open for trading Message Board

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Technology Stocks : DSS: DLT finally open for trading

DSS 0.970

-3.0%

Nov 24 2:27 PM EST

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To: Sam who wrote (92)	10/13/1999 8:17:00 PM
From: Will Cunningham	Read Replies (1) of 488

Sam, I listened to the Exabyte conference call and found the CEO extremely boring. He droned on and on about mostly technical matters and finally came to a conclusion. However, he said they expect to ship a few units in December and start advertising and a greater product push in January after the Y2K stuff is off people's minds and when customer buying cycles reignite in January. He wants to get his market share from 12,500 units per quarter of M1 to about 24,000 units per quarter with the introduction of M2. Exabyte has about 10% of the midrange market according to their CEO and they want that increased to 20%. They are focused on getting the company back to profitability and a stronger balance sheet. In tone, the CEO sounds like a straight-shooter and a nice guy, but not much of a threat to DSS or their market share. I'd like to see him execute his plan, but it seems that it won't be easy. Oh, and there was a question about the company Ecrix (Z has mentioned this company a few times). He said that he hasn't heard much about their products even though they are said to be in distribution. He said that means nothing until the products get sold through by distys. More recently, in the Seagate CC last night, they were asked about LTO and didn't seem to be too excited about competing with the huge DLT installed base. This market is truly Quantum's to lose. Even the bad news from Storage Tech today sheds some light on the health and growth aspect of tape drives. They said that mainframe and disk sales were not growing as much, but tape drives and libraries were strong. Just some more anecdotal evidence. We'll see what Quantum says tomorrow night.

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