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

To: Sam who wrote (261)	4/27/2000 11:12:00 PM
From: Z Analyzer	Respond to of 488

<<Brown mentioned again in the CC that CPQ had already made an exclusive commitment to SDLT. >> Did he say exclusive? Not first or something like that? Why would CPQ do that? I'd like to know exactly what he means by that because it seems highly unlikely that that would be the truth. We might want to ask IR about this. As for the puzzle on drive growth, one possibility is that good growth is reflected in icreased 7000/8000 sales but that a whole group of low cost alternatives ate into 4000 which was still a big part of their business. I've had the same puzzle with M2. Doesn't anyone need a leading edge drive now leaving them no other choice? -Z