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Technology Stocks : Advanced Digital Information Corp. (ADIC)

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To: Bo Didley who wrote (1984)6/2/2000 12:09:00 AM
From: Jim Oravetz   of 2283
 
FWIW, I do not think that you can really compare ADIC and EMC. They are both in storage, but it is tape systems vs. large hard drive (apples vs. oranges).
EMC has been a clear leader(and will continue to be!). ADIC is much smaller and there are more companies selling the same type of products. This kind of prevents a single company from becoming "an EMC" in the tape storage area. Low barrier to entry, witness the recent IPO listed here.
Jim
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