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

To: Sam who wrote (128)	11/3/1999 11:34:00 AM
From: Z Analyzer	Read Replies (1) \| Respond to of 488

Sam, The DSS news is not good in my opinion. SDLT will not be backward compatible until 3-6 months after regular SDLT volume in about June 2000. Thus the company says "late calendar year 2000". Further, the compatibility is an extra cost option and the drive will only be read compatible backwards, not write (M2 will be read and write compatible backward). This means several things: -The huge DLT installed base means squat until a year after M2 is out. -The customers huge investment in DLT tapes becomes worthless once they transition. Someone on Yahoo said to the tune of $100 per cartridge. -If volume is still forecast to be 9 months away, can you really have any confidence in that forecast esp considering the missed mid-1999 forecast compounded by QNTM's past credibility problems in the heads and high end drive businesses. Question: Will OEMs want to qualify both the non-compatible and backward compatible SDLT drives? With respect to ADIC not incorporating M2, perhaps it is because EXBT has their own stron library line and buyers might prefer not to mix and match. Wish I understood whether some libraries are superior with respect to quality and ease of operation. -Z