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

To: Arnold Layne who wrote (189)	3/16/1999 10:23:00 AM
From: Z Analyzer	Read Replies (1) \| Respond to of 218

Food for thought: QNTM Storage Division-166 mil shares at perhaps $16 per share equals 2.6 bil market cap Exabyte-22 mil shares at $5 per share equals $110 market cap or only 4% of DLT and only 43% of sales. Exabytes Mammoth II has superior specs to Super DLT and requires only evolution from Mammoth vs 4 major new technologies for Super DLT. EXBT claims to be right on schedule. Exabyte has a library business with a variety of supposedly high quality products which should take off if Mammoth II does. They just announced a low cost Mammoth with claimed best in class performance. I suspect that at one 25th the value of DLT, we may be overlooking a real gem. If Mammoth II is on time and Super DLT is not, we could really see the tables turn quickly. Anyone been following this? -Z