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Technology Stocks : DSS: DLT finally open for trading -- Ignore unavailable to you. Want to Upgrade?

To: dr_elis who wrote (42)	9/9/1999 9:22:00 AM
From: Sam	Respond to of 488

Yes, that is my feeling. But I've felt that way in the past and seen it sit and sit and sit. Or sometimes actually go down. But that was when the drive stub was attached. We'll have to give it at least one, probably two or possibly even three quarters to see how it acts on its own. I don't want to play down this transition, it is a big one, bigger than the last one (the transition to DLT7000), just because it is using some new technologies while trying to be backward compatible. That said, I think that the transition issues that plagued the 7000 should be easier to deal with this time, partly because they've come out with the 8000, and partly because they won't have the double ordering problems that they had to deal with back then. But we also have the Y2K issue to deal with this time. DSS management has quoted a study which said that companies won't be trying to change their backup systems this close to Y2K. I tend to believe that, which works well for SDLT if the come out when they say they will come out (in Jan/Feb). But all that will tend to make buyers of the stock more cautious as well. So we may have to wait till next to see a really nice run in this stock.