QUANTUM Message Board - Msg: 2634567

STOCKTALK

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Technology Stocks : QUANTUM

QNTM 6.910

-4.8%

Jan 9 9:30 AM EST

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To: Dale J. who wrote (4482)	11/4/1997 2:00:00 PM
From: Chuck Bleakney	Read Replies (2) of 9124

Eventually these guy's ARE going to get a piece of this action. DLT gives QNTM the edge now but it could easily look very different from that a number of quarters in the future... Don't get too used to those incredible profits! Sooner or later they'll start to erode and it could be a quick downhill ride from there... you have no better model in front of you than Seagate and its high end DD Biz. Terastore's could very likely provide a NEW vehicle for future profits but we'll have to wait and see if it does. That's precisely why I see diversity as a good thing. Splitting highly profitable business units off to make a quick stock market success doesn't make sense because it is likely to flame out and die as quickly as it took off. Just my opinion... Chuck

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