SYQUEST Message Board - Msg: 4023360

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 : SYQUEST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Dale Stempson who wrote (6126)	4/10/1998 12:50:00 AM
From: Peter	Read Replies (2) of 7685

Dale: Thanks for the superdisk link. I still believe these are products that can coexist with syquest. imation's ls120 is fine for storage but unacceptable for running apps due to speed. the sparq can run apps. however - the threat is if a superdisk company can get scsi speed connection and still read 1.4 and 720k disks. or, perhaps the 1.4 dies in place of 100-200meg $5 diskettes. thinks aren't sounding good for syquest right now. i thought i was in for the long haul - but i don't want to sit around 3 for another 9 months. perhaps now is the time to bail, watch the stock and jump back in 3Q if the competition hasn't established a better hold. in my deep gut i still wonder if IOM would be the way to go - they have the capacity and distribution in place. sure the zip is history, but i can't believe their R&D is dead with nothing on the horizon. syquest is sexy, but i don't think they have the resources to pull a knock out punch. it feels like they are forever doomed to play catch up along with periodic warrant conversions to cover short term working capital (not capacity expansion/marketing) - thus sticking the price at $3 for up to 12 months prior to folding.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next