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

To: BuySide who wrote (1723)	12/8/1997 9:43:00 PM
From: Z Analyzer	Read Replies (1) \| Respond to of 9256

<<On another topic, what do you know about DTL library producers? I've been looking at ATL and Overland... Any thoughts?>> Its a competitive market and show me one as cheap as the real McCoy-DLT itself.

To: BuySide who wrote (1723)	12/10/1997 11:37:00 AM
From: Sam	Respond to of 9256

BuyS, "On another topic, what do you know about DTL library producers? I've been looking at ATL and Overland... Any thoughts?" Tape library business is hot and competitive. Another article today on it: biz.yahoo.com HP and STK will sell DLT libraries. I agree with Z--buy QNTM, even though you get the drive baggage with it (who would have thought we would think like that a year ago? not me, for sure). A couple of years ago, Emulex was languishing in a trading range of about 5-9 forever. Then they spun off Qlogic. Today, Emulex is about 15, Qlogic is about 31. It took awhile for Emulex to do something, but it happens eventually. At some point, the Board of Directors of QNTM has to do something if the stock price continues to languish. I am willing to allow it to go on for awhile longer. But even I will become impatient eventually. I would feel better about it if I were convinced that there actually are synergies between the tape and drive businesses. But I'm not sure that there are. And in the meantime, it looks suspiciously like the drive guys just want to ride the coattails of the tape guys and reap some benefits--after all, if you were management at QNTM, and it was splitting up, which part of the company would you like to be with, the cyclical drive business or the booming, proprietary tape business?