Quantum Corp (NYSE:QTM)
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Quantum Corp. is the leading global specialist in backup, recovery, and archive. It offers a broad portfolio of disk, software and tape products for data protection, retention and management.
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these guys are already DEAD!
They realized, that tape is dead, and went to disk-based VTLs (virtual tape libraries).
But VTLs are just a temporary phaenomenon - like in the early 90s disk-compression (stacker/doublespace) was.
It's just a question of 1-2 years, when disks are large enough (3-5 TB per drive) to not require such products as workarounds.
AND the natural place for such technologies is actually the drive itself.
So if Seagate/WDC accidentally does it ... good luck.
Another significant negative factor is the CEO.