QUANTUM Message Board - Msg: 3731077

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Technology Stocks : QUANTUM

QNTM 9.700

-15.0%

Nov 28 9:30 AM EST

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To: Jeff Egg who wrote (7519)	3/16/1998 8:16:00 PM
From: Z Analyzer	Read Replies (4) of 9124

<<She is the reverse market indicator.>> As I recall, Lehman had just begun coverage of the disk drives. Once she travelled to Asia, she talked about how aggressive Maxtor was. Unfortunately, DLT fizzled out at about the same time. I give her credit for articulating concerns which turned out to be very valid. I understand DLT inventory problems remain. This quarter's guidance now flat to down single digits. Didn't help that Compaq was one of the biggest customers.

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