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Technology Stocks : Quantum Disk Drives (HDD)
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To: nonzeroa who wrote (135)7/27/2000 5:42:12 PM
From: Mark Adams  Read Replies (1) of 179
 
Thanks for your notes. You got some things I was just too plain tired to put down.

I think SSB analyst was pretty negative- he was the last analyst on the call and wanted to hear a plan to deal with declining gross margin. He didn't hear the answers he was looking for, hence the downgrade. That's what analysts are for though.

I tripled my position following the downdraft. I think overall the call overall quite positive. I would not be surprised to see a breakeven next quarter, as a slightly positive surprise.
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