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Technology Stocks : Disk Drive Sector Discussion Forum -- Ignore unavailable to you. Want to Upgrade?

To: Gus who wrote (8376)	5/31/2000 8:56:00 PM
From: Z Analyzer	Read Replies (1) \| Respond to of 9256

The Exabyte story is shaping up well. Backward read complete. IBM Netfinity as first OEM. At least one more major expected by end of qtr as well as a couple library manufacturers. Competition is TBD with a backward compatible SDLT looking less and less likely in 2000 (even QNTM guidance places it close to end of year). Exabyte's market cap only about $100 mil. Its my largest position despite the risks because the upside seems so large. -Z

To: Gus who wrote (8376)	6/2/2000 11:55:00 AM
From: Yogi - Paul	Read Replies (1) \| Respond to of 9256

Gus, <<Lastly, it seems that the drive makers expect consumer electronics to account for a larger part of the mix. Interesting.>> Interesting strategy from Sony with memories of IBM's pc platform decisions-- update2.wsj.com <<Sony Will Open PlayStation 2 Format For Use by Other Electronics Makers Move to Dominate Internet Access Comes as Microsoft Plans X-Box>> <<The plan, which could begin as early as next year, is the clearest sign yet that Sony is trying to quickly turn its speedy game console into the dominant home-entertainment device for accessing the Internet.>> <<The PlayStation 2, and any devices built to include its technology, could also emerge as a threat to the personal computer's ambitions to become an even more widely used home Internet appliance.>> One of the better white papers on set top boxes- virtual drives- hard drives-- SFA sciatl.com IMHO it is going to be a hell of a disruptive technology but, will disk drive companies insist on making money or just pump out product? Fascinating stuff, Paul