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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 157.75

+0.4%

Nov 14 9:30 AM EST

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To: Sam who wrote (6036)	4/11/1999 1:18:00 AM
From: KevinThompson	Read Replies (1) of 9256

Does anybody know what percentage Compaq is of Quantum's revenues. Just how big of a deal is the CPQ warning for QNTM's stock price? IT seems pitifully undervalued now as it is. Would you expect QNTM to be trounced for CPQ's warning or barely touched? As I posted in the QNTM thread, I was suspicious that some selling might have already been triggered during the day Friday before the warning. Suspicious because something sure seems to have bitten SEG on Friday. A lot worse than for QNTM. Perhaps the bad news has already been accounted for? Thanks, KT

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