QUANTUM Message Board - Msg: 3422128

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Technology Stocks : QUANTUM

QNTM 10.60

+5.1%

Dec 9 3:59 PM EST

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To: Kevin Chesser who wrote (7310)	2/13/1998 2:12:00 AM
From: Stitch	Read Replies (3) of 9124

Kevin, We share sentiments on QNTM but disagree on Seagate versus WDC. I like SEG. They have stumbled no doubt. But I am presently buying and looking for a softening in the next round of announcements. I agree with Yiwu that we will see some more bad news from the sector. I don't plan to buy WDC which I sold early last Summer. I like SEG for their vertical integration, there new streamlined look, their new (relatively) mgt team, their software holdings, their cash, and their sheer scale. I don't like W-D for lack of vertical integration, lack of cash, their new debt offering (dilutionary), and their late conversion to MR. In spite of what I just said I love the W-D management team. Top drawer all the way! I think they may hold a buy opportunity somewhat later in the game. Eager to hear your contrary remarks. Thanks in advance. best, Stitch

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