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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 262.70

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Feb 10 3:59 PM EST

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To: Mark Oliver who wrote (4406)	9/11/1998 1:43:00 AM
From: La Traguhs	Read Replies (1) of 9256

Mark, Sorry for my late comment regarding your concerns with Tandburg and Quantum on the DLT and SDLT but just finished two days at DataStorage98. One of the most interesting panels was one having van Cuylenburg of Quantum talking about SDLT, Francis of StorageTek talking about the Eagle (now called the 9840), Rodriquez from Ecrix (a two year old tape startup), and Trautman from HP talking about LTO. Also on the panel was Flynn of Compaq and Luttrall of Dell. Key comments: 1) Compaq and Dell stated their strong support of Quantum's DLT and SDLT when it appears. They said it's their business to lose and only if they stumble with SDLT (a sweet looking package BTW) will they consider LTO 2) van Cuylenburg referred to the Tandburg partnership as a great asset - Dell and Compag agreed, saying they will have a second source for the drive (and Quantum gets licensing fees/royalties) My conclusion: As soon as I figure out the bottom of this cycle, I'll be back into Quantum with a vengence. Regards, LT

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