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Technology Stocks : QUANTUM
QNTM 8.635+12.3%3:53 PM EST
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To: William, III who wrote (7048)1/16/1998 7:24:00 AM
From: T Bowl  Read Replies (2) of 9124
 
Once again, in the QNTM CC we all got a dose of QNTM DLT math...
Two Qs now where they had every ANALsyst twiddling #s to figure out what
they meant when they gave their growth expectations.

Here's the scoop. Two things effected the DLT rev during the last few Qs:
1) Transition to demand drive sales from supply driven sales
2) transition to the DLT7k

Overall they are projecting DLT growth to follow server growth
which is estimated to be 25 - 35% per year. For the MarQ
they are not sure whether they will see growth along those
lines or another flat rev Q due after effects of some over-ordering
that occured in the SepQ.

The confusion came when QNTM started talking potential 80% YTY growth
for the MarQ. That's not for the Q, it's for the FY97 vs FY96.
In the end I have them projecting somewhere between $330mil and $360mil
DLT rev for the MarQ.

GMs will remain 40%+ until significant competition comes on line. Not expected until the 2nd half of 99.

todd
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