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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 282.58

+8.6%

Feb 6 9:30 AM EST

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To: Chuck Bleakney who wrote (1683)	12/5/1997 1:20:00 PM
From: Z Analyzer	Read Replies (1) of 9256

Chuck, As a major bull on Quantum, I'm probably as biased as you but everything you said makes sense. Perhaps you could answer a few questions for us: 1) I would have to assume employees at SEG and WDC are not at all optimistic at this point given the trouble s being experienced at their companies. How optimistic or concerned do you find Quantum employees with the outlook (considering that you probably see only the disk drive side). 2)I believe you work in integrated circiut design for Quantum desktops. Is this an area where Quantum developps its cost advantage versus others or is it primarily in manufacturing efficiency? Also, any feel for whether the Koreans can be as low cost as Quantum given drive specs that seem pretty sililar (2.1 GB/platter Ultra ATA)? Can WDC possibly be as efficient on their first generation MR when this is ,I believe, Quantum's fourth generation MR drive? I guess the bottom line question is how profitable are these other companies with respect to desktop drives?

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