QUANTUM Message Board - Msg: 3671137

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Technology Stocks : QUANTUM

QNTM 10.09

+1.5%

Dec 8 3:59 PM EST

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To: UpwardBound who wrote (7491)	3/11/1998 10:04:00 AM
From: RFF	of 9124

Mike, Your post about focusing on the low end was interesting, but I take issue with taking the focus off DLT and the high-end. First, DLT is a great business and is making QNTM $$$. This business will grow tremendously as more servers are deployed and more info is placed on networks. Second, you have to play in the high-end because that is where you come up with your new tehcnology, which will eventually slide to the low end DD. Third, I think you can make money on whatever niche you want if you do it better than your competition....don't have to be in the highest volume area. I would love QNTM to come out with a great, cheap drive that would be perfect for the sub $1000 computers....that they could earn a profit on. Dell refuses to play the sub $1000 game and is making money hand over fist. They still say they aren't having the problems that CPQ is going through.

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