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Technology Stocks : EXABYTE -- Ignore unavailable to you. Want to Upgrade?

To: Arnold Layne who wrote (129)2/10/1998 8:58:00 AM
From: Dan Packer  Respond to of 218
 
Arnold,

I appreciate your position, I've been there. Exbt spent a lot of time cycling between 10 and 16. I've ridden it several times and had a legacy couple thousand shares when it cratered. I bought 6 or 7 more in the 6 - 8 range with this crump, so I'm not really hammered.

Having dismissed Sony in my previous post, I am chagrined to see in this week's PC Week a deal to bundle the AIT with DEC and an ad for Seagate announcing their AIT tape solution. With SGAT and CPQ/DEC gone and IBM getting more aggressive in storage, there's a problem. I do believe that Exbt has the product, the question is management.

Thanks for your advice about the investor kit. I will send for it.

Dan



To: Arnold Layne who wrote (129)2/10/1998 9:05:00 AM
From: Dan Packer  Read Replies (1) | Respond to of 218
 
re: AME; they told me at Comdex that they had second sourced the tape from Matsushita. I believe that still holds. I could kick myself for not reading the 10 K years ago wherein they outlined their deal with Sony. I happened to see the initial news release about AIT, exbt was at 22 then, with Money mag saying it was going to the moon. I called the company who said not to worry. Here we are. I worry now. But I think you'll be OK.


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