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Strategies & Market Trends : Value Investing
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To: Stewart Whitman who wrote (2654)12/5/1997 8:52:00 AM
From: Michael Burry  Read Replies (2) of 78576
 
<<In my opinion, there is inevitably going to be a
shift to thin clients in the corporate arena. >>

Read the Forbes article on Quantum dated Dec 1. This is exactly
why Quantum will be successful. DLT drives are part of the
backbone of a world in which thin clients rule. As has been apparent from the response to me in both e-mail and on SI, people are verging
on the belief that hard drives will fall off the face of the earth
in a new paradigm shift. I don't want this to become another Quantum
thread - one already exists. I haven't
had one positive response yet, and of all my picks, people seem to
have it out especially for Quantum in terms of doom and gloom.
Interesting. If anything, I should be in this stock just because
so many people disagree with me.

Mike
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