QUANTUM Message Board - Msg: 3215669

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Technology Stocks : QUANTUM

QNTM 10.70

+20.0%

Dec 22 3:59 PM EST

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To: Gottfried who wrote (7117)	1/20/1998 9:35:00 PM
From: Jeff Egg	Read Replies (1) of 9124

Gottfried I was long WDC, APM, INVX, and QNTM. Sold of APM and WDC in the mid twenties and moved the money into QNTM. Moved INVX into CREAF. My entire disk drive exposure is in QNTM at this point (and I view them as a "storage company"). By sector I was referring to the entire Tech sector and the well spread beating it has experienced. I have become determined on ORCL, SUNW, QNTM, and MICA within the Tech sector, based on what I feel is an oversold sector condition. Staying with very strong fundementals and growth, I would like to find some others that carry similar financial strength. In the meantime I am buying more of the above on weakness. Egg PS It was a mighty beating taken in my Tech holdings that was funded by an Incredible move in CTXS from 11 to 77.75. OCT, NOV, DEC made sure an amazing year was just a humbling trip back to go!

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