QUANTUM Message Board - Msg: 2942029

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Technology Stocks : QUANTUM

QNTM 10.24

+1.5%

11:54 AM EST

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To: Michael Burry who wrote (6554)	12/11/1997 5:22:00 PM
From: Thomas Haegin	Read Replies (1) of 9124

Re: QNTM Mike, FWIW, I follow the WDC board: The tenor there is that QNTM is currently the leader in the DD pack because of their head start in MR. It seems the tech experts on the WDC thread have high marks for IBM, too in the very high capacity disks. << Kim Alexis saying she's surprised DLT growth won't continue at a 100%/year clip. What planet is she from. Trust me, the analysts in on the call are not that bright - their questions often revealed that they had only the faintest idea of what was going on - >> I'll bet at anytime with anybody that we as a group of SI participants are better informed and more visionary than at least 90% of WS anal-ysts <g>. I may come back on the Bear Stearns fellow: I think I read something recently in the "Institutional Investor" magazine. Will check tomorrow. Thomas

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