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Technology Stocks : QUANTUM
QNTM 9.700-15.0%Nov 28 9:30 AM EST
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To: Lutz Moeller who wrote (8395)1/30/1999 9:28:00 AM
From: Z Analyzer   of 9124
 
>>my hope is, Quantum, with less vertical integration then Seagate, will win the consumer biz
as the lowest cost producer.>>
Less vertical integration means QNTM will, almost certainly, not be the low cost producer in a good disk drive demand situation. If your premise is wrong, your conclusion is also likely to be. Z
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