QUANTUM Message Board - Msg: 4207187

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Technology Stocks : QUANTUM

QNTM 6.290

+9.2%

Nov 24 3:59 PM EST

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To: Frodo Baxter who wrote (7781)	4/25/1998 3:35:00 PM
From: Tom Simpson	Read Replies (1) of 9124

<(P.S. to Sam, it was Seagate, not Maxtor, that was at fault here. <What's wrong with a little destruction derby if it wrings out all the <marginal players and fixes the supply problems for good? Lawrence, I just can't quite figure this out, maybe you can help. We have Seagate at fault here....for doing precisely what and when? Looking at Seagate's numbers, which have some confirming support in the RAID VAR's sales and inventories, Seagate's particular gyrations have been in the highend market where QNTM and WDC are bit players. In the desktop arena it is Maxtors and the ubiquitous DeskStars I keep running into. How does Seagate get stuck with this particular rap? Best Regards....Tom

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