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

To: Z Analyzer who wrote (57)	9/21/1999 9:23:00 PM
From: Sam	Respond to of 488

You've been negative on DSS for some time now. I'm not quite as negative as you, partly, perhaps, because I doubt if the competing companies are in better shape than DSS, at least not on the high end. Though I know nothing about Ecrix, and should look at what they have. I hope that something that costs $1,000 doesn't perform comparably to the 8000. If so, then DSS has a problem. However, it is much harder to build a good tape system than it is to, e.g., assemble a drive, and that, obviously, is why the margins are much greater.I will try to get ahold of the company tomorrow to clarify where they stand on schedules. The last time I spoke with them was in June or so, when they were saying, I think, that CYQ1 was their target for volume production. I've never heard mid-99 as their date for a volume ramp, that was their target for beta, as I recall. We'll see if I can get ahold of anyone.

To: Z Analyzer who wrote (57)	9/27/1999 9:48:00 PM
From: Will Cunningham	Read Replies (1) \| Respond to of 488

Z, just gotta love your comparison of DSS to Exabyte in relation to the word "execution". That's a leap of faith indeed. We're all now enlightened to know that the unheard of company Ecrix is going to steal away massive DLT share based on price? Factor in a 20% decline in price per year for DLT drives by DSS and the fact that DLT has a huge installed base that will build more over coming quarters. I really don't know much about technical product stuff like backhitching problems, but it doesn't seem that it will hamper shareholder value or the DSS stock price in the near term or intermediate term. In relation to EXBT, I can only say that even they have finally found some buyers at $4/share. I doubt they will be much of a challenge even with a ramp of their new drives. The market has voted against them. In relation to the DSS stock, do you then recommend for investors to stay away or short? What is your position in the stock if any? I am obviously long with some puts to ease any negative spin on this quarter for full disclosure.