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Technology Stocks : Advanced Digital Information Corp. (ADIC) -- Ignore unavailable to you. Want to Upgrade?

To: Bo Didley who wrote (1984)	6/2/2000 12:09:00 AM
From: Jim Oravetz	Respond to of 2283

FWIW, I do not think that you can really compare ADIC and EMC. They are both in storage, but it is tape systems vs. large hard drive (apples vs. oranges). EMC has been a clear leader(and will continue to be!). ADIC is much smaller and there are more companies selling the same type of products. This kind of prevents a single company from becoming "an EMC" in the tape storage area. Low barrier to entry, witness the recent IPO listed here. Jim

To: Bo Didley who wrote (1984)	6/2/2000 6:33:00 PM
From: Scott H. Davis	Read Replies (1) \| Respond to of 2283

On that DD thing, one key is insider trades, or lack of thereof. biz.yahoo.com big contract to almost 2 years ago, when Van Oppen dumped most of his holdings, the bought back a LOT cheaper. quote.yahoo.com This year, nobody on the inside sold when the stock was overbought. Watch them for future activity - pretty good indicator. May not have done this perfictly. Could have bought a little cheaper. Could have used some margin. If I coulda woulda shoulda... (anybody remember the Lou Rawls number?) But a 33% gain in less than 2 weeks is something I'LL settle for anytime. Grin time, Scott