QUANTUM Message Board - Msg: 2870782

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Technology Stocks : QUANTUM

QNTM 8.460

-12.4%

Dec 1 3:59 PM EST

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To: Rob S. who wrote (6055)	12/3/1997 8:07:00 PM
From: William T. Katz	Read Replies (2) of 9124

Rob, sounds like an extremely bullish call. You didn't let your love of QNTM color the conversation did you? If only I had a house, I'd get a 2nd mortgage with the interest rate so low and sink it into this stock :) Oh well, I'm already up to the gills in QNTM ... have to hunt around for other pockets of cash I can siphon. QNTM looks shaky technically, but it sounds like the picture has not changed one iota on the fundamentals. I'd still expect some downside on the earnings, but at these prices, I'd say about 0.20 to 0.30 down from estimates is built in. Street is currently assuming DD will give no contribution (if not a loss) to current quarter. If they come even close to numbers this qtr and don't project huge problems ahead, this stock will fly. WDC numbers for Q3 and Q4 just got obliterated .. estimates are for losses and FY 98 = $0.30. WDC is effectively stalling while transitioning to MR drives which QNTM already is 100% into. Maybe now, QNTM can recapture some of the market share that WDC got when QNTM moved to MR. -Bill

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