Don't count QNTM's Hard Drive Business out...
just as WDC pioneered EIDE two years ago, and made a ton of money,
QNTM got a major headstart when it gamble'ed last years losses to
get UltraDMA2 and 100% MR head complience on 2.1GB platters. This
will continue to give them an advantage even in this competative
market. QNTM's drives are well entrenched, and supported, and the
only thing the competitors can beat them on is price by dumping at
their own peril. Granted, in the $1,000 PC market, QNTM may not
be featured, but many consumers are a lot more educated these days
and will insist on SDRAM, UDMA2, 3DFX, and even AGP. Fireball ST
will continue to be the drive on choice in the consumer market, and
the ATLAS line will become even more popular as Windows NT 5.0 is
available early '98. QNTM's not leaning on DLT to stay alive, but
to thrive, and plan for the next generation of devices 20 times as
dense as what we have today... just in time for the DVD revolution.
Monday will be a real test of a small investors resolve.
Remember, QNTM is over 80% institutionally held. This
is the beginning of the quarter, but we're up over 50%
for the calander year. If a few fund manager feel they
have to sell a few million share to cover their losses
elsewhere, let them... They'll be plenty more to bid in. |
