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Technology Stocks : QUANTUM
QNTM 9.210-6.0%3:56 PM EST

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To: Rational who wrote (6570)12/11/1997 3:15:00 PM
From: John A. Shaffer  Read Replies (1) of 9124
 
The one thing that concerns me is that it doesn't look like the DD companies know what the future holds, as far as pricing goes. The pricing is so fluid that their profit position can change rapidly. Take for example WDC. They started out with an estimated profit of 80 cents and only a few weeks ago said there would be no profit. This was after three warnings. All I'm saying is that I don't
think these companies can really estimate where their going to be because of the fluid pricing in DD's.

John
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