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Technology Stocks : QUANTUM -- Ignore unavailable to you. Want to Upgrade?

To: dr_elis who wrote (9074)	7/22/1999 3:21:00 PM
From: Sam	Read Replies (1) \| Respond to of 9124

I don't know, Michael. The thing is, WDC isn't in the very very low end, as QNTM is. So QNTM may have suffered more than them from the advent of the U4. No one has come up with any answers about the infamous "week of June 19th", where pricing became especially crazy, so we don't know which drives were most affected, and who was pushing out there inventory. It may even have been QNTM for all we know, so that they could report low inventory at quarters end. Also, the DLT8000 is coming out this quarter. We don't know what effect that will have on the DLT7000, if people may have lightened up their orders on the 7000 in anticipation of the 8000. Questions, questions everywhere, one hardly knows what to think.<g> Good luck, Sam

To: dr_elis who wrote (9074)	7/22/1999 3:36:00 PM
From: Robert Douglas	Read Replies (1) \| Respond to of 9124

maybe only SEG screwed up really bad If making $69 million and having a positive cash flow of $200 million is screwing up then I hope that QNTM screws up big time. WDC managed to lose $100 million in this same quarter. SEG's screw-up was that they lost business that should have been their's. Most of the other DD companies are screwing up taking business that they should pass on because it is unprofitable. SEG has fired a warning shot that this war will get bloodier before it's over. They are fighting it from a position of strength. If they are predicting losses for the next 6 months, what magnitude of losses will the lesser players have?