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Technology Stocks : QUANTUM
QNTM 9.380-4.7%Dec 12 9:30 AM EST
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To: Rob S. who wrote (5775)11/28/1997 5:16:00 AM
From: mozek  Read Replies (1) of 9124
 
Rob,
Very well said. I agree that QNTM should be perceived as more of a "storage" company than a DD comapny, and with its investment in Terastor, DLT, fast transition to MR, in the current move to GMR, it's working hard to stay on the leading edge of read/write storage technology. Their leadership in other areas differentiates them from SEG and WDC and other "disk drive makers". To spin off a storage technology would narrow the identity of either company, and position the company, rather than just a technology, to be superceded over the long term.
Mike
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