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Technology Stocks : Quantum Disk Drives (HDD)
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To: Sam who wrote (4)8/10/1999 6:13:00 PM
From: Mark Adams  Read Replies (1) of 179
 
I've been reading 'The Innovators Dilemma', which talks about the DD sector and mentions Qntm in particular. They managed the transition to 3.5 inch drives. I think they are a strong contender going forward, though I'm reluctant to put more money where my mouth is.

At the moment, I'm more concerned about new tape technologies disrupting their cash stream from DLT.
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