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

To: Z Analyzer who wrote (79)	10/6/1999 12:22:00 PM
From: Sam	Read Replies (1) \| Respond to of 488

yeah, I've read some of that thread. Lots of anger, rumor and innuendo going on about both Exabyte and DSSG. I would discount most of it, perhaps even all of it. Quantum earnings announcement has been moved from the 19th to the 14th, a week from tomorrow. It wouldn't surprise me if the reason for moving it is to try to address some of these rumors, which strike me as pretty sour grapes. I can recall hearing Mariner (CEO of Exabyte), I believe it was, badmouthing DLT in an interview about a year and a half ago. It is, frankly, the kind of thing that incompetent and/or stupid people do as they get more and more desparate. I find disparaging DLT quality rather silly, surely they wouldn't have sold so many of them if their quality wasn't pretty good. Magstar and AIT would have had more sales, as would M1, most likely. However, Exabyte has been strong in here, going up to 5. Obviously off a weak base, the market value is still only slightly more than $100 million, wouldn't take much speculative buying to get it up from where it had been. And the sellers are pretty much gone by now, not too many bulls left on this management. With SANs becoming more the rage, it could be that a larger company could buy them for their libraries and maybe even M2, as you've suggested several times. They also had about $40 million is cash as of last Q (probably in the high 20s/low 30s by now, judging by their burn rate of last Q). We'll have to see, as I've said repeatedly. I wonder if QNTM will have separate parts to the CC, one focussed on DSS and one HDD, or if they'll mingle them together. Probably the latter, but if they really want the two to stand independently of the other, they should consider somehow doing the former, perhaps consecutively. DSS price is discounting a lot of bad news already, it seems to me.