QUANTUM Message Board - Msg: 2517080

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Technology Stocks : QUANTUM

QNTM 6.260

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11:04 AM EST

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To: TechMeister who wrote (4286)	10/22/1997 1:42:00 PM
From: Sam	Read Replies (1) of 9124

Tech, "Did you guys note: on target for 100% DLT growth in FY98?? VOW! Thats is $700 million in DEC 98 quarter = $200 million net = $1.30 EPS from DLT alone. Fabulous!" Well, here we go, you heard, I heard. They said (I heard) that they are projecting 100% growth for the balance of FY98--ends in March 98, not March 99. Since their market share is now over 50%, growth going forward will increasingly mirror the growth in the market, since the amount of growth from taking market share is getting more and more limited. So growth will slow after the March 98 quarter to more like 50% or so. Which means that the Sept 98 quarter would have about $510 million revenue, the Dec98 quarter maybe $580-600m? Not $700m, but still not too shabby, if it comes down like that. Sam

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