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Technology Stocks : QUANTUM
QNTM 8.460-12.4%3:59 PM EST
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To: Rob S. who wrote (6114)12/5/1997 2:29:00 AM
From: Rational  Read Replies (3) of 9124
 
Rob,

This was from latest 10Q: This increase reflected that the gross margin rate earned on high-end disk drives had largely been eroded during the three and six months ended September 29, 1996, while the Company transitioned high-end disk drive manufacturing to MKE.

Does this mean that QNTM is effectively shifting the money-losing high-end unit to MKE? If so, this is a shrewd strategy and we should expect to see a rise in earnings even after charges. This is effectively a spin-off that we were discussing. What do you think?

Sankar
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