QUANTUM Message Board - Msg: 3185171

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Technology Stocks : QUANTUM

QNTM 8.760

+7.9%

Dec 18 3:57 PM EST

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To: Sam who wrote (7046)	1/16/1998 10:19:00 AM
From: BuySide	Read Replies (2) of 9124

Hey Sam Yes, I'm still around. I still own some Quantum, but currenely I am trying to figure out how I missed such a mammoth shorting oppurtunity in the drive stocks. The writing was very plain on the wall, and currently I am studying what happened so I won't make the same mistakes again. As for the future, the industry will of course recover, and Quantum will once again have huge gains. The obvious questions are when and for how long. As this is my first "round trip" with the disk drives, I have little with which to compare the timing of the recovery. Related to Summer 96, where do we stand in the turnaround ( in your opinion), and was this last upswing shorter than in the past? If you care, I have done some detailed work on a company called CHS Electronics, and I feel that they are currently very misunderstood. It is curently my biggest holding. Any questions / comments are very welcome. Continued Best BS

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