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Strategies & Market Trends : Value Investing

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To: Jurgis Bekepuris who wrote (2648)	12/5/1997 12:16:00 AM
From: Michael Burry	Read Replies (1) of 78593

Raimondas, My feeling on Quantum is that long-term, it is no longer just a DD company. In fact, already 40% of earnings are DLT and that is growing at a 100% rate. This moves it out of the commodity category, IMO. Note that it did not disappoint at all last quarter, when both WDC and SEG were very disappointing. IR has communicated to me that they feel no need to offer additional earnings guidance - they just had an analysts meeting at Comdex and could've done it there if it was overly bad. In any case, I expect them to miss by a bit, and if they do, I'll buy more. Then again, I have a bit of inside indusry knowledge that is making me a little cocky here. Good Investing, Mike

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