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 : Zitel-ZITL What's Happening -- Ignore unavailable to you. Want to Upgrade?

To: Michael who wrote (14638)	3/16/1998 8:14:00 PM
From: NYBellBoy	Respond to of 18263

Michael - Thanks, the crime is that anybody who can get out at the levels is running as fast as they can. If not, I don't know why not. :) BellBoy

To: Michael who wrote (14638)	3/17/1998 11:43:00 AM
From: Greg M.	Respond to of 18263

Thanks Michael, A few Gems from Stewart/Emerald (there are many more): >>Upcoming Notable Events: Nevada Beta Test - It is our understanding that Nevada is currently awaiting the final module of the MatriDigm program which is expected by the first week of November (1996).<< >>Unlike most companies that are on aggressive ramps, MatriDigm could potentially build its first conversion facility and immediately be backlogged for several quarters in advance by early 1997.<< [That's why ZITL hasn't anounced any contracts at all: MD is already backlogged with its 2 or 3!] >>MatriDigm conversion line could convert approximately 18 billion lines of code from the beginning of 1997 through the end of 1999. This would account for less than 10 percent of the estimated 200 billion lines of problem code in the U.S.<< [Uhm, only 17.99 billion LOC to go! Or rather, they are now supposed to reap great profits processing only 1/100 of their original estimate--if they ever get/finish even that!] Also, I had not heard or considered this before: >>The use of the MatriDigm software will require the use of significant quantities of Zitel's CASD storage products boosting demand for Zitel's core product lines.<< Since the MD "solution" requires all code to be taken off the mainframe, they would need the extra storage. Obviously the market has weighed in on its opinion of having to purchase increasingly outdated ZITL CASD, for a an untried solution, with an ephemeral warranty, when many other solid options exist (e.g. CA). Regards, Greg