Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Son of SAN - Storage Networking Technologies -- Ignore unavailable to you. Want to Upgrade?

To: Sam who wrote (4250)	12/13/2001 12:27:43 PM
From: David A. Lethe	Read Replies (1) \| Respond to of 4808

A few people covered tape libraries at the show. Quantum and STK both talked a lot about it, and what they had coming for the next 5 years as well. Cool technology coming, like 100GB cartridges and 60+MB/sec transfer soon. Consensus was reporing of the death-of-tape was premature, and tape is king, and there is longterm growth there. LTO vs SLDT was also covered, but the topic bored me (sorry), so I didn't pay much attention to it. Steady upward growth for units and total revenue however. (You made me dig up a presentation now) "Unit shipments of tape libraries are expected to double over the next 5 years ... Long-range projections by analysts indicate LTO Ultrium will nearly equal DLT format in 2006 ... IBM recently licensed Super DLT format from Quantum to sell on an OEM basis .... lowend tape continues to face growing competition from small removable and increasingly reliable disk devices. STK & IBM deliver roughly 82% of all high-performance tape shipments worldwide. DL