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Technology Stocks : aDvAnCeD DiGiTaL -- Three Penguin Growth?

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To: Reno With Love who wrote (6)1/29/1997 6:23:00 PM
From: MarkL   of 13
 
Ben, I've looked hi and lo and I still can't find anything to substantiate your claim that ADIC has OEM agreements for the DLT Libraries.

I had mentioned that ODETA was chosen by EMC, DEC, and Sun as the manufacturer of DLT Libraries and asked you why ADIC was not chosen for these bids.

You responded by saying "Why did HP, Sony, Exabyte, 3M, and Quantum choose ADIC over Odetics?"

Yet, I can't find anything that suggests ADIC is indeed manufacturing DLT libraries for resale by those firms. Were you instead referring to ADIC customers? Or technology partners? Or possibly confusing DLT with 4mm and/or DAT technology?

I'd like ADIC to do well, but I can't see how they're going to penetrate the enterprise market without some OEM deals. Not only do the OEM arrangements put boxes into customer's hands, but they also help the Odetics sale force and VARs in their promotion of the boxes.

Your thoughts?
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