Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 172.26

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3:59 PM EST

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To: Gus who wrote (8383)	6/3/2000 5:18:00 AM
From: Z Analyzer	Read Replies (1) of 9256

Hitachi has signed on to produce MII this summer (sign of strong OEM potential) so that at least single sourcing won't be an issue. M2 other advantage include lower price and low power consumption and higher storage density which becomes very important in server farms. Can LTO really have any mindshare yet? Do you see anything concrete in this respect or is this an assumption. Clearly Quantium has mindshare but that becomes prcarious given late time to market. Distribution sales stating to accerate at EXBT. -Z

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