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Technology Stocks : Quantum Disk Drives (HDD)

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To: Carey Thompson who wrote (104)4/19/2000 2:19:00 PM
From: appro  Read Replies (1) of 179
 
Carey, I questioned how Quantum will account for NAS disk drive profits (or losses). I think the SEC 10Q referenced in my last HDD post answered that question. It would seem to be in DSS even if it contains devices formerly known as disk drives.

Sorry if I was not too clear before (I reread my post replying to your statement):
at Message 13438567

>>
Let's remember and review why HDD is buy.

....

4) HDD is active in the network attached storage, NAS, market and is supplying drives and additional hardware and software to internet service providers. This is a growing market and HDD is represented.

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I do not disagree with your stock recommendation for the other reasons cited. I just think the Quantum play may be confusing where investors are betting on a big NAS future, IMHO.
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