Gus,
Stocks are to blame for turning me into a dilettante. Any expertise I may have is in investing itself, and though one of the kicks is learning a bit about the nuts and bolts of several different disciplines, I sure am no expert in storage tech. Eventually, if I live and invest long enough, I'll end up learning less and less about more and more until I know nothing about everything.
You mention the Impactdata machine, and I wonder about its max capacity. Two Ampex statements in two different 10Qs stand out in my mind. One is that they believe that their best opportunity for DST growth lies in the 810 ( thus in the terabyte storage arena). The other statement was that to achieve that growth they would have to venture into markets in which they have not competed up to now.Wit the shipping of the 810, "virtual disk" complete sometime in '97 etc. that effort will begin. Clearly they think the competition is thick in the midrange storage systems, but they might have an edge in terabyte territory.You clearly are more familiar with the competitors than I, and I would welcome your comments. I have been impressed by their DST performance this year, and they really seem to be just starting to roll.
By the way, saw a Cal Tech storage FAQ on the web that described the DST robotics as "very fast". Thought that might also have a bearing on speed in a big multicartridge machine.
Personally, I have been so impressed by AXC's DST momentum up to now, that I fervently hope a KM failure doesn't screw things up. Doubt if they will fail outright, but if they do the stock will surely pay the price for a time.
Hal |
