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

To: Mark Oliver who wrote (4406)	9/9/1998 3:38:00 PM
From: Sam	Respond to of 9256

This isn't just cartridges, this is drives. Other people already make the cartridges. I'm sure QNTM is giving up something by doing this, but they had no choice. With LTO coming allegedly sometime in CYQ1 last time I heard (I'll believe it when I see, though), and with Sony allegedly coming out with a next generation AIT machine in Dec or Jan, and with Exabyte coming out with a new Monmath drive next spring (all of this is still vaporware, mind you, but these are things that I read), QNTM faced diminishing margins anyway. So this way Tandberg gives them some manufacturing competition to keep them on their toes, they at least get some royalty revenue out of it--though probably less than what they would get if they sold the drive themselves--and they keep their customers happy by giving them a credible second source. If it works, it should help to keep DLT as the mid-range standard, and deflect future competition to some extent. Personally, I'm glad that they aren't going down the road that Apple did, and pretend that their product is irreplaceably unique. That way lies extinction.

To: Mark Oliver who wrote (4406)	9/11/1998 1:43:00 AM
From: La Traguhs	Read Replies (1) \| Respond to of 9256

Mark, Sorry for my late comment regarding your concerns with Tandburg and Quantum on the DLT and SDLT but just finished two days at DataStorage98. One of the most interesting panels was one having van Cuylenburg of Quantum talking about SDLT, Francis of StorageTek talking about the Eagle (now called the 9840), Rodriquez from Ecrix (a two year old tape startup), and Trautman from HP talking about LTO. Also on the panel was Flynn of Compaq and Luttrall of Dell. Key comments: 1) Compaq and Dell stated their strong support of Quantum's DLT and SDLT when it appears. They said it's their business to lose and only if they stumble with SDLT (a sweet looking package BTW) will they consider LTO 2) van Cuylenburg referred to the Tandburg partnership as a great asset - Dell and Compag agreed, saying they will have a second source for the drive (and Quantum gets licensing fees/royalties) My conclusion: As soon as I figure out the bottom of this cycle, I'll be back into Quantum with a vengence. Regards, LT