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Technology Stocks : QUANTUM
QNTM 9.700-15.0%Nov 28 9:30 AM EST
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To: JBruin who wrote (7438)3/5/1998 1:03:00 AM
From: Mike C   of 9124
 
Yes-Intel's anouncement will scare the hell out of everyone until
the realization that only Intel's outlook is down. My barometer tells me that box makers are booming with the prospect of under $500 computers and Intel's high margin Pentiun II is what's hurting. The question for our thread is which disk drive maker will shine in the low cost market as opposed to $800+ ultra SCSI high mark up market? Any perspective on which DD maker is best positioned to gain
(and not be hurt ) by this trend?
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