QUANTUM Message Board - Msg: 7550398

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Technology Stocks : QUANTUM

QNTM 10.03

+0.8%

3:59 PM EST

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To: pass pass who wrote (8388)	1/29/1999 10:01:00 AM
From: Lutz Moeller	Read Replies (1) of 9124

pass pass, as far as I know EMC makes mostly storage system with software for mainframes and servers (unix and NT). Quantum makes consumer oriented DD + tape storage. While the DLT biz is highly profitable, the DD's are not, as opposed to EMC's system, that expanded their margin last Year. All the internet servers need EMC's storage, but not Quntums DD's (except for RAID's. So EMC seems to enjoy a good busines cycle since 1995, while QNTM is at the bottom (or araund it). So EMC would be a nice stock to hold, but not to buy right know, in my opinion, whereas QNTM is good to hold and to buy. I have enogh QNTM shares (some 25% of my portfolio) so I wait for the upturn and a double. In the last cycle Qntm shares were somewhere between 44+ and 10. So that's a 400%swing if You time perfectly (that I can't). But to in quantum is some music left. Not as in my PSFT shares. Lutz

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