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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 139.09

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Nov 21 9:30 AM EST

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To: Z Analyzer who wrote (6065)	4/14/1999 10:31:00 AM
From: Sam	Read Replies (1) of 9256

Exabyte reports another loss: biz.yahoo.com Revenues go from $80m to $63m Y-Y, loss of $0.16/share. Cash down $4m for the quarter, inventory up, receivables flat at $38m. Their CEO says, <<The Business Partner Alliance, launched at the beginning of March, already has 37 signed partners, with substantially more expected in the second quarter. Unlike several of our competitors, we will not compete directly with these partners, and we are committed to providing them with unparalleled support to ensure their success.>> An obvious jibe at QNTM/ATL. Yet EXBT sells libraries and media too. Don't quite understand that comment. Are they saying that they won't sell libraries for Mammouth 2? Nonsense. They seem to me to be dripping away. Doesn't mean that they won't survive and they can surely keep going for a quite awhile with their cash and installed base, but....

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