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Technology Stocks : QUANTUM
QNTM 9.840-1.0%10:23 AM EST
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To: Frodo Baxter who wrote (7378)2/21/1998 7:47:00 PM
From: Stitch  Read Replies (2) of 9124
 
Lawrence,

You are correct. My use of gross margins was very casual in that post. But the general emphasis of my statement, I believe, still holds true. All I am trying to say is that the real economic and technological rubber meets the road in heads and media. How about if we compare operating margins of Komag and Western-Digital at the height of their output and capital spending , say, during the first two quarters of 1997? I have not done the exercise but if you agree that would be an interesting comparison I will.

best,
Stitch
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