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Technology Stocks : QUANTUM
QNTM 9.655-15.4%Nov 28 12:59 PM EST
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To: SamuraiSam who wrote (7513)3/13/1998 4:10:00 PM
From: RFF   of 9124
 
Thanks for the report link.

Seem to think that its still too early to get back in, but that was a nice mention of QNTM's Bigfoot (and they didn't even visit QNTM).

I don't know about the statement that the shift to a build-to-order strategy from CPQ and others hasn't hit the DD makers yet. I remember from QNTM's CC that mgmt cited CPQ shift explicitly, saying that most of that shift was working its way through the channels.

I'm also not sure of the recent "slow" down in PC sales. I think unit sales are growing and the box builders are going through what the DD makers have gone through - overcapacity and sharply dropping prices.

It's a tough call though......
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