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

To: Sam who wrote (244)	4/10/2000 12:39:00 PM
From: tony	Respond to of 488

Sam, exbt has only tap storage business. DSS has established DLT and soon sdlt 8000, and NAS is exploding plus other business. I am long on dss and have no holding in exbt. I hope we all will be handsomely rewarded from dss. It is behaving strong as somebody wrote in yahoo, it will be 15 in no time.

To: Sam who wrote (244)	4/10/2000 11:25:00 PM
From: Z Analyzer	Respond to of 488

Sam, I think everyone feels misled and their lead with the major OEMs has clearly shrunk unless the others run into launch problems-and I always say, it is not easy giving birth to tape drives. DLT 7000, 8000 and SDLT are ample testimony to that fact. But it wasn't totally lost time. Distribution sales are ramping and a whole host of potential customers don't need backward compatibility. Also, production and yields have been ramping nicely which gives them 3 months progress on that issue. The only real setback is with system OEMs and, unfortunately with credibility. Since they weren't selling the units as backward compatible, why didn't they come clean with shareholders? Equally, important, it is extremely dismaying that nobody on either thread found out. Its a sad commentary on our connectedness and highlights the problem with having so few industry participants on board. Makes me think a non-diversified mutual fund wouldn't be such a bad place to be. They have much better access to information. As you probably noticed on the Yahoo thread, EXBT's dramatically lower usage of expensive rack space is a bigger advantage than I would have suspected previously. Also, with DLT 7000 and 8000 sales off andwebsites proliferating like wildfire, who's getting the backup business presently? Its a little puzzling. Good news is I think we see this bounce continue. Some pissed off institution undoubtably bailing Thurs and Friday. -Z

To: Sam who wrote (244)	4/11/2000 9:38:00 AM
From: Robert Douglas	Read Replies (1) \| Respond to of 488

Sam, Sorry to hear about your Exabyte fiasco. That, along with Seagate's larcenous management sort of leaves a sour taste in your mouth, doesn't it? With my forced exit from Seagate, I am left with a great deal of money with no place to go. I am reducing my tech holdings and looking more at GARP stories. (Growth At Reasonable Price) I still would like some exposure to the storage industry but, the fool that I am, require something called "value." That brings me back to DSS. Do you still think the story is intact here? Is the competitive position getting worse or better? I have read about the Exabyte threat but don't find it entirely credible. I am considering adding to my DSS, what do you think about such a move at this time? -Rob