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

To: David A. Lethe who wrote (4251)	12/13/2001 12:59:03 PM
From: Sam	Respond to of 4808

Thanks, David. [The rest of this post on tape, so may be OT for many readers on this thread.] I didn't know that IBM had licensed SDLT from Quantum (unless by "licensed" they basically mean reselling). I still find it hard to believe that LTO sales will equal SDLT sales, even in 2006 (although who can actually see that far?), because I have been reading of tape compatibility problems between different vendors' offerings, and that was the real point to LTO in the first place--to lower the cost of tape by allowing multiple vendors to produce tape that would be compatible with all the LTO flavors. It always seemed to me absurd for HWP, SEG and IBM to spend the money on LTO, as the reason for tape being a good business in the first place was the higher margins on the "razor blade" cartridges (rather than the "razor" drives themselves), but their stated purpose in getting in was to allow people to buy cartridges at a reduced price, with less margin for the vendor. Made no sense to me. Another example of getting into a good business in order to destroy it, and it isn't even a particularly cheap business to get into, as it has proven difficult to design and manufacture drives and tape with increasingly fast read and write capabilities. However, so far at least, the cost of cartridges has held up pretty well (though the cost of the drives hasn't held up as well). Thanks again for your input. If you have anything more on the comparative merits of library vendors, I would also appreciate hearing that. Best wishes, Sam EDIT: re: "Cool things coming, like 100GB cartridges and 60+MB/sec transfer soon." 100gb cartridges are already here, thought I think 20mb/sec is about as fast they get right now.