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Technology Stocks : QUANTUM
QNTM 9.700-15.0%Nov 28 9:30 AM EST

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To: Sam who wrote (8627)4/8/1999 10:30:00 PM
From: Z Analyzer  Read Replies (1) of 9124
 
<< And it goes without saying that any list of "important" items for QNTM is to have a
successful transition to SDLT over the summer.>>
I believe you're little optimistic. Beta shipments are now scheduled for about mid-year with volume shipments late in the year. To me, that implies that the actual transition to SDLT will be taking place end of the year or through the first part of next year. Given the usual transition problems which include customers slowing orders for prior generation products as the new ones are awaited, the second half of this year has the potential to be difficult for Quantum. -Z
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