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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 169.99

-2.4%

3:59 PM EST

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To: Z Analyzer who wrote (1441)	11/8/1997 4:10:00 PM
From: William T. Katz	Read Replies (1) of 9256

How are you setting the valuation on Quantum's DLT? I'm trying to mobilize even more money to continue buying QNTM down here, esp. if the company formally releases they are not seeing the massive declines in margins that WDC is. I'm reluctant, though, to cover my Amazon short until later this week (after lock-up). Already doubled my QNTM holdings when it dropped below my initial purchase price of $31. Did the IR comments come in a phone call?

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