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Technology Stocks : QUANTUM
QNTM 10.09+1.5%Dec 8 3:59 PM EST
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To: shane forbes who wrote (7773)4/25/1998 12:56:00 AM
From: Alan Hume   of 9124
 
Hi Shane,

thanks for your reply.

Vertical integration is a 2 edged sword.
Its biggest advantage is that it allows for maximum flexibility at the best prices.
The down side is that you seldom are on the absolute leading edge, you are only using what is already available on the market. IBM with their GMR heads for example.
QNTJM does have some head manufacturing, but it has to date been a financial drain.

regards
Alan
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