QUANTUM Message Board - Msg: 2931359

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Technology Stocks : QUANTUM

QNTM 9.245

-5.7%

3:20 PM EST

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To: William, III who wrote (6403)	12/10/1997 6:49:00 PM
From: space cadet	Read Replies (1) of 9124

You may be right. I listened to the conference call. I thought it was pretty gloomy and I think it will take real courage to invest in qntm till after the march quarter, which sounds flat with the dec quarter from what they were implying. After that who knows, but I think it may take a year or two to drive the maxtors and fujitsus out of the dd business. Until they are driven out, the pricing will be a big big question. All I can say with reasonable confidence is that until march qntm and the rest of the dd industry will be in a tailspin. The good news is qntm is the class of the industry and thus the last to fall, technically speaking. Now that it has fallen, it may take a while to recover but it probably is up long term. I think 15 is a safe entry point.

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