QUANTUM Message Board - Msg: 2776357

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Technology Stocks : QUANTUM

QNTM 8.300

-4.8%

2:09 PM EST

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To: semi engineer who wrote (5347)	11/20/1997 11:25:00 AM
From: Rob S.	Read Replies (1) of 9124

Wrong. Hope your not short. Quantum will participate in the exploding growth of the sub $1,000 PC sector that will help to dosplace market share of WDC and SGA. IMO, Quantum will about make up for what they lose in price by what they are gaining in quantity in the low-mid range DD sector. The DLT business will more than carry them through the competitive price crunch of the first half of '98. In corporate America, over 1/2 of all PCs are Pentium 90 class, 4X86s or less. These systems are not well equipped to work with the internet, corporate intranets, or multi-media networks. Besides that, they are a maintenance headache to upgrade and keep running. The sub $900 NC and sub $1,000 PC products with built-in 10/100 network interfaces and network management software will ignite a new round of corporate buying that is going to be more rapid and sweeping than any corporate buying spree in history. The cost points and maintenance savings are just that compeling. It looks like we are seeing a shift in the mood for QNTM today - my guess that yesterday was a key inflection point might just prove to be right.

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