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

To: Sam who wrote (171)	1/17/2000 2:41:00 PM
From: Z Analyzer	Read Replies (2) \| Respond to of 488

I don't think DSS's problems can be attributed to Brown as opposed to the great difficulty of giving birth to dramatically new tape technology on time. No company has been immune to major problems in doing so. However, I have long found Quantum's credibility questionable. Their dismissal of AIT II and Mammoth II as "repacements for their own products" is a dramatic understatement when M2 undercuts and substantially outperforms any DLT product today. Weakness of the 7000 and 8000 could well be attributable to customers waiting to check out Mammoth II. M3, I believe, due before the end of this year, ahead of schedule, at 120 GB and 20 or 22 Mb/sec will blow away SDLT in the same time frame that a backward compatible SDLT comes along. Brown's statement that a customer's purchase of DLT "would be protected" is ludicrous given that the tapes for these product will not have the ability to be written by SDLT. Hundred dollar cartridges down the drain along with the DLT drive. -Z