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Technology Stocks : Storage Dimensions - STDM
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To: Eddie D. Gilbert who wrote (65)6/11/1997 7:37:00 PM
From: kvogel   of 311
 
I just read EDGAR 10Q and S1 reports for my knowledge. I also called IR at STDM. STDM is the largest independent storage array provider. Their market share is hard to define since CPQ, HWP, and IBM make their own storage systems. Their competition is defined in the EDGAR filings and I found Investor Relations forthcoming when I called. The 2 main factors that look good are (1) PC-LAN is expected to grow at 30-50 % and (2)Windows NT is growing at that kind of rate. The company has great products and their new RAID Pro systems are competitively priced and easier to mate with various servers than the FLEX line. They should also be picking up more business overseas and are expanding their London office. Some patience may be required while they work through current problems but if they get things in order by the fourth quarter the stock will be back to teens at the least. Don't forget their balance sheets are clean and management and employees own 2/3 of the company. They want to solve their problems as much as we investors want them to.
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