QUANTUM Message Board - Msg: 3442716

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Technology Stocks : QUANTUM

QNTM 9.380

-4.7%

Dec 12 9:30 AM EST

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To: Chuck Bleakney who wrote (7331)	2/16/1998 10:20:00 AM
From: Z Analyzer	Read Replies (1) of 9124

Chuck, Quantum is telling us not to look for significant improvement from the current huge high end losses through this calendar year, partly because the new high end drives are a quarter late to market. I found this quie discouraging and also suspect that trying to produce leading edge high end drives will be very difficult due to IBM's technology leadership. Do you foresee everyone having trouble competing against IBM as with notebook drives? How optimistic are you that QNTM's next generation wil be on time and more competitive?

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