Quantum Disk Drives (HDD) Message Board

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Technology Stocks : Quantum Disk Drives (HDD)

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To: Thomas DeGagne who wrote (129)	7/26/2000 7:08:39 PM
From: Mark Adams	Read Replies (1) of 179

Access to the conf call via traditional phone line: 800-405-2236 (Domestic) 303-590-3000 (International) Access Number: 730634 I think the drop was a result of the downgrade. What I wonder is what I missed that encouraged SSB to downgrade all the way to neutral. That makes it worth taking a second look. The next question is, given a drop of this size, is it now worth an upgrade from neutral to LT accumulate? www2.marketwatch.com Could be the added cost of bringing on another line, along with the uncertainty associated with build limitations in the enterprise class drives drove the near term execution risk higher. My back of the envelope calculations had HDD trading at Cash, with AR enough to cover AP.

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