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Technology Stocks : QUANTUM
QNTM 7.230-11.1%2:33 PM EST

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To: Stitch who wrote (6857)12/23/1997 12:36:00 PM
From: Z Analyzer  Read Replies (3) of 9124
 
Stitch, You have said several times that you believe things will get worse in the disk business before they get better. That seems to be the general concensus. Do you see any factors we are not generally aware of that cause you concern? Also, do you have any visibilty into how Samsung and Hundai's disk businesses may be impacted by the Korean crisis? Had this happened a couple quarters ago while Maxtor was spurting huge red ink , it would have been easier to guess the outcome. Thanks.
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