Roger,
When are the new Barracuda products slated to come out?
If you read the QNTM thread, you know that I don't think that Quantum has "just finished a run" or that DLT will "run out of steam" anytime soon. They seem to have a pretty good handle on things; if their claims about the architecture of DLT being intrinsically superior to their competition (read Sony, I think), then it could go for quite awhile, especially if they can get momentum in international markets as well as US, which they are just now turning their attention to.
Still, I will hold on to my core SEG holdings through this, even should it drop another 10 dollars. In fact, personally, I wouldn't mind if it does, as long as Quantum goes higher at the same time. If Quantum gets into the 60s or 70s (preferably the latter) while Seagate is languishing in the 20s or 30s (preferably the former), I will swap the former for the latter. Nothing like the way markets tend overdo things. (Undoubtedly just a momentary reverie.) In the meantime, though, I will remain heavily overweighted in Quantum.
Best, |
