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Technology Stocks : Quantum Disk Drives (HDD) -- Ignore unavailable to you. Want to Upgrade?


To: Sarmad Y. Hermiz who wrote (91)4/16/2000 2:30:00 PM
From: Carey Thompson  Read Replies (3) | Respond to of 179
 
I may be way out of line here, or perhaps I do not understand the current market sentiment, BUT Quantum HDD is a hell of a buy at 7, 8, 9, 10, 11, 12. Let's remember and review why HDD is buy.

1) HDD is the only disk drive company profitable on a operational basis. Simply, HDD makes a profit by selling disk drives. All other disk drive companies either loss money or are profitable because of capital gains stemming from other investments (SEG).

2) HDD is pioneering the new personal video devices, that are used in TiVo and replay boxes. This market is just taking off now and will be very big in 2001, 2002. HDD is the first mover in these new markets and is making valuable business connections and business relationship while some the other
disk drive companies wait.

3) HDD's research and development teams is far-sighted, and proactive. See point 2 above.

4) HDD is active in the network attached storage, NAS, market and is supplying drives and additional hardware and software to internet service providers. This is a growing market and HDD is represented.

HDD is great buy based on its profitability and prospects. Let's keep our eyes on business and not focus on the so-called low price of yesterday. Remember prices fluctuate and can go lower, while the value inherent in HDD will win out over time.

Carey Thompson