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Technology Stocks : QUANTUM
QNTM 8.585+11.6%Dec 16 3:59 PM EST
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To: Carmine Cammarosano who wrote (7242)2/2/1998 9:13:00 PM
From: Robert Salasidis  Read Replies (2) of 9124
 
That play is on the changer end - this is a market that ADIC does not control. They do have a nice low cost changer that they have been advertising heavily of late (FastStor), however barrier to entry is much less than that faced by Quantum and the manufacture of the DLT drives themselves (SEG/HP/IBM are expected to take at least 1 yr to develop their competing product assuming no delays - and then they have to see what the market acceptance will be).
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