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

To: Carey Thompson who wrote (218)	2/29/2000 9:19:00 AM
From: dr_elis	Read Replies (1) \| Respond to of 488

The mood on the Yahoo DSS thread is pretty upbeat these days. The main stimulant is the Snap! 4000, which gives DSS a shot at the mid-level market. The Snap! stuff seems to be pretty competitive. SSB has apparently reiterated a Buy rating with target of 20$ in 6 months. According to them, it seems to me however, the Snap! business will not add that much to DSS earnings in 2000/2001. Prudential has given an analysis of the tape drive sector and they predict rather unpleasant developments with lots of competition and pricing erosion. The DLT 8000 revenue may not increase at all or even shrink, whereas the lower margin stuff DLT 4000 will grow, but that is not very profitable. ATL, however, will do very well. Just a short and incomplete summary of some lines of thought from Yahoo. Michael