QUANTUM Message Board - Msg: 2784821

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Technology Stocks : QUANTUM

QNTM 8.720

-7.0%

Dec 24 12:58 PM EST

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To: semi engineer who wrote (5347)	11/21/1997 7:00:00 AM
From: Alan Hume	Read Replies (2) of 9124

Hi Semi, "It is very possible that QNTM is that rare exception that defy the market but market is rarely wrong" Semi you list several interesting points in your post. First of all, the PC market is growing at an av 20% pa. With the exception of Big Foot,most drives are gaining in the number of platters and hence heads, so the head market should be growing at more than 20%. What I think is happening is that a) the yields of the head makers is getting better, and b) off shore DD vendors such as Fujitsu and Maxtor are gaining market share. I don't think that QNTM will remain totally immune from all this, but their Big foot gives them a huge advantage with its price and capacity ratio. At the end of this qtr I believe that the profit margin contribution of DLT will exceed 50% of the total fot the first time, and its contribution will continue to increase percentually. Logically, give it a max of 3 years and Michael Brown will sell the DD side to MKE, and invest the cash in further DLT developments. You may ask what I have been smoking, but think about it; it's very logical...... Alan

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