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Technology Stocks : Disk Drive Sector Discussion Forum -- Ignore unavailable to you. Want to Upgrade?

To: Mark Oliver who wrote (7199)	10/8/1999 11:40:00 AM
From: Sam	Read Replies (1) \| Respond to of 9256

Mark, Wish I definitively knew the answer to that. About 3 or 4 weeks ago, they said that they couldn't tell yet if they were going to meet their revenue numbers, the quarter was too backend loaded. Now they reduce some orders for chips, saying they'll use existing inventory. Sounds pretty ominous, especially with CPQ their biggest customer. CPQ seems to me to be a company in disarray. DEC on top of Tandem was too big to swallow easily. DEC on top of any company was probably too big, or perhaps better, too much in disarray, to swallow. And DEC was also one of QNTM's biggest customers. DEC + CPQ having problems = a problem for QNTM/DSS, and probably HDD as well. I still hold too much of this stuff, even after reducing my exposure a month or so ago. Sam