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

To: David Walton who wrote (4742)	11/10/1997 6:19:00 PM
From: Dale J.	Respond to of 9124

Dave, I'm both a long term investor and short-term investor. I own INTC and MSFT for the long term. My confidence never gets shaken and so far I did very well riding out fluctuations. I bought SEG at 35 and sold it at a loss for 32 when I lost confidence in them. I owned WDC for about a week at 35 and sold it for 33 when I lost confidence in their products and technology. I will cut my losses in a heartbeat if I things change and I lose confidence. qntm however has already been substantially discounted. I can only say if I didn't already own it I would purchase it. Could it go down further? You bet. Is there more pain? uh, I hope not. But remember last March it was selling for $50 then sank to $35 pre-split then in the month of July it basically doubled. It is a volitile stock. Again though, you have to do what you feel comfortable and what you think is in your own best interest. Dale

To: David Walton who wrote (4742)	11/10/1997 6:25:00 PM
From: Haolin Ni	Read Replies (1) \| Respond to of 9124

Hi, David, It is good idea to sell QNTM now and buy it back at lower price. However, QNTM has dwon fron $43 to $28 and near its support now. How low will it go if you really think this is a good company? Do you think it will go to $17? Don't you think it may bounce any day from now as soon as company say something positive and leave you behind. I think it is good time to buy more. Good luck!

To: David Walton who wrote (4742)	11/10/1997 7:36:00 PM
From: AJ Berger	Read Replies (2) \| Respond to of 9124

David, here's something that might give you solace Friday, Bear Sterns reiterated their buy and stated that the remaining downside risk from $30 was another 10% which seems to be that $27.50 support level everyone keeps mentioning. I'm betting that support level will hold, but if it does not, consider the following. I believe that WDC was able to delay showing bad numbers LAST quarter at the same time as SEG with inventory pushout's and accounting tricks. It was clear as far as two quarter's ago that both companies were in trouble. As soon as I purchased my First UltraDMA2 Drive back in the Spring from QNTM when no one else had them, I was convinced by it's quality, performance and pricing, that QNTM was back on track as a Hard Drive maker even after the BigFoot Disaster. I came into this thread screaming a buy when the stock was at $18, and though I sold latter to persue other investments, my opinion on this stock has changed little from 6 months ago. The DLT division will only serve to help them stay the course into the next product cycle of even higher capacity devices that will be needed. I don't believe people only need 2GB as my computer at home has over 6GB and it's still not enough for me, let alone the storage needs at my company. After 4mm and 8mm DAT tape drives were pretty much max'ed out for their technlogies, the industry was RIPE for a high capacity, high speed and reliability device, and again QNTM was there with just the right mix to take on the needs of all major Server OEM companies. Though we don't see it yet, even QNTM's solid state RAM based drives will experience a hayday as higher bandwidth clients demand more performance from frequently accessed data on faster data buses. QNTM's TereStor relationship helps diswage fears that they may be resting on their current successes, when in fact they are backing what will be the highest density, and most viable solution to the next generation of Hard Drives. (anyone know who/when the IPO will be?) QNTM has managed very well during a 6 month period that others suffered, and I don't agree with a previous comment that QNTM's woes will be revealed to us all somehow delayed into the current quarter even with the already admitted potential for a $35 million dollar writeoff (instead of "suprising" us as WDC irresponsibly did). They have weathered the current storm very well, and deserve my loyalty as a shareholder. I am not married to this stock by any means; I simply feel that it is currently a very compelling value unto itself, in the market in which it is found, and in the equity markets as they currently stand. I wish you all luck in your positions, and hope we can again justify our enthusiasm by a record high share price... eventually.