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Technology Stocks : Advanced Digital Information Corp. (ADIC)

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To: Jim Oravetz who wrote (1930)5/10/2000 2:19:00 PM
From: Z Analyzer  Read Replies (1) of 2283
 
<<ADIC or nobody else has SDLT. Are you implying that nobody is buying ADIC products (and therefor the stock is tanking) because SDLT is not available yet?

I do not see how a future product like SDLT, could be responsible for the selloff. Please state you reasons more clearly.

ADIC sells products that currently support DLT and many other formats. What % is DLT, I do not know. Call IR. ADIC's future is not pegged solely on a SDLT product line, IMO.

>>
-SDLT is already a year late and backward read capability will lag SDLT availability significantly. (Means installed base meaningless until backward read available).
-SDLT involves 4 or 5 major inventions. High continued risk of problems.
-Exabyte M2 drives already on sale. LTO drives by HP, IBM and Seagate almost certain to be out ahead of SDLT. Both offer higher performance.
Check the 10 K or Q for % of sales using QNTM drives. Its undoubtably very high.
Just possibly these factors are one of the influences on ADIC in a difficult market where so many of the stocks that skyrocketed are now coming back to earth. -Z
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