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

To: tech who wrote (4724)	11/10/1997 5:32:00 PM
From: Chuck Bleakney	Read Replies (1) \| Respond to of 9124

>>> You just joined my side against Chuck on the issue that others do make DLT products. He thinks that QNTM just sends others the drives and they sell them. They do get royalties because DLT technology IS LICENSED <<< Products: Yes, Drives; No. You are completely missunderstanding me, I am not saying that they are simply reselling QNTM drives, but rather integrating them into their products and then selling them as a PART of their system. They are doing manufacturing, but they are NOT manufacturing DLT drives but rather systems with DLT drives integrated into them. Its an easy concept to grasp (for most people). Frustrated Chuck

To: tech who wrote (4724)	11/11/1997 12:53:00 PM
From: Nads	Read Replies (1) \| Respond to of 9124

Off course I am bullish too it comes to QNTM. The only comment that I have about DLTs is that CPQ has been incorporating them in their products for over a year, and during this time QNTM is increasing its earnings. When ever an other disc drive maker announces a reduction in its earnings and QNTM does not, it substantiate our bullish out look. QNTM have started producing some solid satet storage drives, how are they placed in this sector? I know that you are sensible enough to test your contraption, after all you have the intelligence to realise that QNTM is not a short, it's just that I am questioning if you are testing it enough! :-) Nads.