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Technology Stocks : QUANTUM
QNTM 10.03+0.8%Dec 3 3:59 PM EST

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To: Stephen O'Hara who wrote (8332)1/19/1999 11:32:00 PM
From: Steve Rolfe  Read Replies (1) of 9124
 
Steve,

It appears that WDC is behind the others in the getting tough department(cutting overhead). Go to www.quicken.com and do a comparison on QNTM, SEG, and WDC. Revenue/employee is one of the categories (QNTM 800,000, WDC 260,000, SEG 100,000) that caught my attention. I will be surprised if QNTM comes in below .30 There has been good support in the high 26's so I don't see any downside even if they only beat street by a couple. I'll raise the bar and predict .35 - disclaimer: this prediction and 75 cents will get you a cup of coffee...
Anybody else want to take a stab?

Steve R
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