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Technology Stocks : QUANTUM
QNTM 9.940-0.6%Dec 5 9:30 AM EST
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To: still learning who wrote (7410)2/27/1998 4:12:00 PM
From: steve goldman  Read Replies (1) of 9124
 
I apologize....I was stating that i thought:
1) WDC looks like a cheap target; a good way to pick up 5 billion in revenues for 1/3 of revenues
2) SEG jewel - eh, great company, strongest of the bunch until about 2pm today
3) QNTM = cash cow; not from what I see..large debt to equity position, not the sign of cash cows...seg, cash cow, qntm, nice earnings but needs cash management.

Reasonable day for the group, WDC being by far the strongest. Was 18 1/2 most of the day, late sell off given large sell on close piece of 20k with 1/4 limit. Seg looked great early but faded hard and qntm looked poor right from the get-go.

Regards,
Steve@yamner.com
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