QUANTUM Message Board - Msg: 2931525

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Technology Stocks : QUANTUM

QNTM 10.60

0.0%

3:31 PM EST

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To: William, III who wrote (6403)	12/10/1997 7:10:00 PM
From: hui zhou	Read Replies (2) of 9124

I see Seagate decides to close down the Irish plan and cut 1,000 job should give a disk drive stocks a boost. It is all about the magic of demand and supply. We cut the supply now. Assume Asia recovers next year and Europe is strong, then the demand picks up, we could see higher pricing and translates higher EPS. It is funny to see the price movement of a commodity which is hard to predict. Just like corn or coffee, sometimes price is up, sometimes down. HDD price should not always that low we see now. So don't be too shortsighted. Someone said that it could see 15-16 at the end of week. I am wondering if we could go that low. WDC sees breakeven for the quarter and is still traded at 17-20. QNTM, which MADE 0.25-0.35 plus their DLT business, deserves to be traded higher. Lots of earning shorfall was already facted in the stock price IMO. If they made 0.65, they should at 40s' to be fair. 3Com has earning short fall about 30c(anticipated only made 0.01--0.04 for the Q)last week. It went down just a point or two. There is no comparison of QNTM and ORCL. ORCL's fundamental is worse a lot. They try to hide behind the Asia slow down and take them as a blame.

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