QUANTUM Message Board - Msg: 7375201

STOCKTALK

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Technology Stocks : QUANTUM

QNTM 9.940

-0.9%

3:57 PM EST

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To: Steve Rolfe who wrote (8337)	1/20/1999 9:00:00 AM
From: Sam	Read Replies (1) of 9124

Steve, You have to be careful when you look at revenue/employee for these companies. QNTM has a huge revenue/employee because they use ECMs (JBL, MKE) to do almost all of their manufacturing. The other two do their own. What they (QNTM) get in revenue/employee, they give up in margin, as their ECMs have to make money too. As far as guessing their earnings, I'll take a stab at .38, before writeoffs (I presume your number is before writeoffs as well). Why not? Doesn't cost anything. I'm hoping that ATL and DLT did well, and that the last two weeks of the Q was as good to QNTM as it was to SEG. We'll see. Good luck to QNTM longs, Sam

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