Disk Drive Sector Discussion Forum Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Disk Drive Sector Discussion Forum

WDC 178.30

-0.8%

10:07 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Gus who wrote (8376)	5/31/2000 8:56:00 PM
From: Z Analyzer	Read Replies (1) of 9256

The Exabyte story is shaping up well. Backward read complete. IBM Netfinity as first OEM. At least one more major expected by end of qtr as well as a couple library manufacturers. Competition is TBD with a backward compatible SDLT looking less and less likely in 2000 (even QNTM guidance places it close to end of year). Exabyte's market cap only about $100 mil. Its my largest position despite the risks because the upside seems so large. -Z

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next