>Chris, as you know, Qantum is a disk drive manufacturer. They are not a storage system provider (NAS/SAN). That is a horrible business to be in.
indeed, horrible enough that quantum is now eyeing NTAP and moving into the lucrative storage market. the horror! <vbg>
as i posted here a handful of months ago, QNTM announced that they'd be splitting their stock in two tracking stocks, one of which would separate out their storage systems business.
techstocks.com
the more recent news is their purchase of meridian data for $85M. meridian, while obviously small, is definitely a NAS maker.
marketwatch.newsalert.com
(actually, i was being slightly abstruse in my last post; a veiled jab at QNTM in light of their earnings warning, yet no mention of their new "turnaround" bidnez.)
hey, do you know if NTAP is at supahcomm99? atlanta, right?
enjoy the weekend,
-chris. |
