Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 157.75

+0.4%

Nov 14 9:30 AM EST

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To: Sam who wrote (6178)	4/28/1999 10:16:00 PM
From: Frodo Baxter	Read Replies (2) of 9256

I would think QNTM's competitive position with big-ticket OEMs is slightly better than MTIC or BXH, no? ;) The magic word is synergy. >They announced that they sold a system to DoubleClick yesterday, and the stock was so sold out that it jumped nearly 50% in a day! Oh yeah, we're not in an Internet bubble or anything... p.s. I'm spinning off my investing activities to my e-commerce subsidiary, LK.com. >So is this what you think MB was talking about when he talked about combining tape and drives in one network product? No, he was referring to using drives as a high-capacity cache for tape. But if you're gonna be selling tapes, tape libraries, drives, drive-tape hybrids, etc., it's no great leap to sell drive libraries, too.

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