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

To: roger held who wrote (1292)	10/22/1997 3:05:00 PM
From: Sam	Read Replies (2) \| Respond to of 9256

Roger, When are the new Barracuda products slated to come out? If you read the QNTM thread, you know that I don't think that Quantum has "just finished a run" or that DLT will "run out of steam" anytime soon. They seem to have a pretty good handle on things; if their claims about the architecture of DLT being intrinsically superior to their competition (read Sony, I think), then it could go for quite awhile, especially if they can get momentum in international markets as well as US, which they are just now turning their attention to. Still, I will hold on to my core SEG holdings through this, even should it drop another 10 dollars. In fact, personally, I wouldn't mind if it does, as long as Quantum goes higher at the same time. If Quantum gets into the 60s or 70s (preferably the latter) while Seagate is languishing in the 20s or 30s (preferably the former), I will swap the former for the latter. Nothing like the way markets tend overdo things. (Undoubtedly just a momentary reverie.) In the meantime, though, I will remain heavily overweighted in Quantum. Best,