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

To: Will Cunningham who wrote (59)	9/27/1999 11:07:00 PM
From: Z Analyzer	Read Replies (1) \| Respond to of 488

Will, I am long Exabyte and Ecrix and have no position in DSS having sold as soon as possible shares received from Meridian. <<Z, just gotta love your comparison of DSS to Exabyte in relation to the word "execution".>> Mammoth was 18 months late and cost EXBT the mid-range market they once dominated with a big installed base. As I recall QNTM was 12 months late on DLT 7000 and I have heard numerous reports that the drive rarely performs near spec in real world situations (due to backhitching). Fortunately for QNTM, no superior competion emerged during that time period. I read an interesting report saying that the second generation of a tape drive does best (M2) since the technology is evolutionary but not yet pushing the envelope. SDLT is essentially firsat generation and revolutionary with four major new technologies. The task is non-trivial and we'll see when the drive actually ships in volume. In the meantime, I invested in Ecrix because they are currently ramping a drive with revolutionary technology and price/performance unmatched by anything out there. Due to elimination of backhitching they reportedly perform to spec in the real world. I expect they will do damage to Mammoth I and to lower level DLT. DLT 7000 may be safe even at a much higher price due to higher specs. These differences of opinion are what make the market interesting. -Z