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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 154.26+0.9%3:51 PM EST

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To: Frodo Baxter who wrote (6170)4/28/1999 1:56:00 PM
From: Toko  Read Replies (1) of 9256
 
Hey LK,

You paint a great analysis of QNTM. Their ability to keep generating such strong cash flow is pretty impressive. Even if they are not able to show much in the way of EPS increase in CQ2 (seasonally a soft one historically), I love to see that cash growing. The royalties from the DLT business must go straight into the bank account.

Sooner or later they'll figure out something smart to do with that growing pile of cash. Why spend it on another HDD company?

Keep the faith, TOKO
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