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Technology Stocks : Quantum Disk Drives (HDD)

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To: Carey Thompson who wrote (96)4/16/2000 10:01:00 PM
From: Sarmad Y. Hermiz   of 179
 
Carey,

Regarding Quantum and NAS. In the Snap device I believe that HDD supplies the disk drive and the DSS division supplies the other hardware and software and markets it. The unknown is how much does HDD charge for the drive, and how much of the NAS premium goes to DSS versus HDD. My guess is the rich premium goes to DSS. But of course HDD gets the high margin of enterprise drives.

-Sarmad
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