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Technology Stocks : QUANTUM
QNTM 9.940-0.6%Dec 5 9:30 AM EST
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To: Henry W Singor who wrote (8602)4/2/1999 9:43:00 AM
From: Z Analyzer  Read Replies (1) of 9124
 
My notes from the Dec qtr conf call indicat ethat there was no heads impact in operating income during the quarter because it was a discontinued operation.
To me the biggest wild card is whether Mammoth II beats Super DLT to market by a considerable amount. With Mammoth II supposedly evolutionary and SDLT requiring four new technologies, my gut feel tells me this is a big risk for DLT and that EXBT at a market cap of under $100 mil including a successful library business and significant cash could be the bargain off the year. Anyone have any EXBT contacts? -Z
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