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

To: Sam who wrote (4531)	9/27/1998 1:33:00 AM
From: Mark Oliver	Read Replies (1) \| Respond to of 9256

<The introduction of Super DLT next year could affect DLT 7000 sales, said Bob Abraham, vice president of Freeman Associates. "It could impact DLT 7000 sales as customers wait for the new drives to become available, especially if Quantum is slow to ramp up production," he said. "That's the worst-case scenario."> This is always a problem going into a new product. Certainly a fear and it'll probably hit in the weakest quarter for hard drive sales if SDLT stays on schedule of mid 99. Could be a great reason to be nervous. Question is will ATL spread the risk? In general, I'm worried about being invested in mid 99 anyway as people lighten up on stocks just in case the y2k cause some problems. Regards, Mark

To: Sam who wrote (4531)	9/28/1998 11:40:00 PM
From: Pierre-X	Read Replies (3) \| Respond to of 9256

With the new products, vendors hope to combat slower growth of compact tape drives. Shipments of compact tape drives, including QIC, DAT, 8mm and DLT drives, will decline 3 percent per year through 2003, due to increased shipments of low-cost removable disk drives, according to a report from Freeman Associates, a Santa Barbara, Calif.-based research firm. What's the word on these guys Freeman Associates? I'm skeptical of any Santa-Barbara based thinktank purporting to know squat about the storage biz.