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

To: Z Analyzer who wrote (305)	9/8/2000 6:25:59 AM
From: Z Analyzer	Read Replies (2) \| Respond to of 488

Anyone , please let us know if you see any sign of LTO drives, either going out for qualifications, or going into distribution. Will be interesting to see how long before the drives really appear. May or may not give some indication of how fast SDLT will proliferate since LTO was under far less pressure to announce prematurely. -Z

To: Z Analyzer who wrote (305)	9/8/2000 9:28:29 AM
From: Sam	Respond to of 488

Z, <<Trying to figure out that and the ramp speed are the real areas where this board could do dilligence but its very hard to get good info on these matters until well after the fact.>> Well, true enough, it is difficult at best. However, let's not forget that Exabyte was under at least as much pressure to get M2 out before the end of the year, and when it shipped, there was nary a public word about their backward compatibility deficiency. That only came to light 4 or 5 months later. Let's not forget too that SDLT has been under some pretty intense scrutiny for the past year, going through what I hope has been very thorough testing. They claimed a long time ago (I think in the April CC, but am not really certain) that the tested drives were coming off of production lines, though surely not high volume lines. I am at least hopeful--perhaps too optimistically so--that this long period of testing will alleviate problems going forward and will hasten time to high volume production later this year. At the very least, they have been candid for the past 15 months or so that the SDLT testing period would be longer than usual, due to the comjplexity of the new technology. The fact that DSS has been quietly going up is at least tentative grounds optimism, presuming that this has been "smart" money that is driving it. Perhaps exitement about Snap has been a factor, but Exabyte has its own side venture--Creek Path, and that hasn't done a thing for its stock price yet. Personally, I hope that they can show some revenue from it in this quarter with some positive guidance for next. If they can, they might do better for their stock holder/owners to sell off the tape drive/library business (if they can find a buyer), and focus on it, at least judging by STOR's success in the market. They wouldn't have to show any earnings for awhile, just good revenue increases. Sam