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Technology Stocks : QUANTUM
QNTM 9.380-12.3%Dec 23 3:59 PM EST

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To: Gottfried who wrote (6727)12/15/1997 10:00:00 AM
From: Z Analyzer   of 9124
 
"He says barriers to entry are
high, primarily because of the many technical disciplines
that are required to develop and manufacture DDs.

Do you have an opinion on barriers to entry?"
Barriers to entry are definitely high. Unfortunately, barriers to expansion are relatively low as far as I can tell, esp when economies of scale are an offset to these costs. I think that's what has gotten us into our present situation and it is nearly as troublesome in a highly competitive versus oligopolistic environment.
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