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

To: T Bowl who wrote (1293)	10/22/1997 3:52:00 PM
From: Frodo Baxter	Respond to of 9256

Andy Neff is the best.

To: T Bowl who wrote (1293)	10/23/1997 7:59:00 AM
From: Z Analyzer	Read Replies (1) \| Respond to of 9256

<<I agree, it was a very good CC. The response to the OPEC comment was brilliant(actually the business decision to do what they did there was brilliant .>> I personally think htat Quantum cut back so much out altruism as because to have sold more would have meant selling into distribution. And I suspect they would have had negative gross margins at thos prices even tho QNTM said they had positve gross margins overall. Didn't quite sound right to me that QNTM would voluntarily cut the high end so dramatically. A little worrisome that WDC is talking of stilll incresing theirs.