QUANTUM Message Board - Msg: 2967383

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Technology Stocks : QUANTUM

QNTM 8.270

+7.5%

1:00 PM EST

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To: Gottfried who wrote (6740)	12/15/1997 10:35:00 AM
From: Z Analyzer	Read Replies (2) of 9124

Gottfried, Can you help us with two questions? 1) If we assume that Quantum/MKE is highly experienced in low cost production, can companies like Maxtor or Samsung, with a history of not doing well, suddenly get close to the same level of costs when they suddenly have products with the same areal densities? 2) What is your perspective on the longer term competitve threat from IBM and are there any indications that they are holding back on production due to the pricing environment. (Acting responsibly to use the industry's terminology). SEG's IR indicated that they certainly didn't think IBM was holding back in the high end.

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