Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: TechMeister who wrote (4286)	10/22/1997 1:20:00 PM
From: PHIL K.	Read Replies (1) \| Respond to of 9124

TechMeister<PHIL: QNTM stock rockets on the third day after the earnings. Check out the last 3 times. Same thing. ditto.> Yes, I remember and I remember selling my QNTM wayyyyyyyyy too soon... It just seemed to be doing nothing after earnings last qtr..same thing on RDRT... I will hold QNTM for a nice rise this time.. GOOD LUCK TO ALL Phil K. PS What is First Call looking for on RDRT?

To: TechMeister who wrote (4286)	10/22/1997 1:42:00 PM
From: Sam	Read Replies (1) \| Respond to of 9124

Tech, "Did you guys note: on target for 100% DLT growth in FY98?? VOW! Thats is $700 million in DEC 98 quarter = $200 million net = $1.30 EPS from DLT alone. Fabulous!" Well, here we go, you heard, I heard. They said (I heard) that they are projecting 100% growth for the balance of FY98--ends in March 98, not March 99. Since their market share is now over 50%, growth going forward will increasingly mirror the growth in the market, since the amount of growth from taking market share is getting more and more limited. So growth will slow after the March 98 quarter to more like 50% or so. Which means that the Sept 98 quarter would have about $510 million revenue, the Dec98 quarter maybe $580-600m? Not $700m, but still not too shabby, if it comes down like that. Sam