QUANTUM Message Board - Msg: 2944882

STOCKTALK

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Technology Stocks : QUANTUM

QNTM 9.210

-6.0%

3:56 PM EST

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To: AlienTech who wrote (6600)	12/11/1997 10:38:00 PM
From: Rational	of 9124

AlienTech, With due respect to your feelings, actually, this IR conversation looks (to me) very consistent with the CC. Rob's conclusions are somewhat biased, IMO. I think Rob did not do so intentionally. In fact even Rob did not say that the earnings would be met, but his impression was QNTM might get close. I felt the CC was quite upbeat. I liked the European manager of DLT sounding so strong about DLT, its virtual monopoly, industry standard and strong demand. The CEO cautioned at every step. He has a threat of being sued! It is good to have the stock beaten up temporarily than to overstate the potential. Their approach seems to be to first dampen the expectation and then beat the dampened expectation. Sankar

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