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

To: Dwight E. Karlsen who wrote (4789)	11/10/1997 11:32:00 PM
From: tech	Read Replies (1) \| Respond to of 9124

Dwight, I'm counting on the IBM theme "brilliant product, late to market" to help keep DLT's head above water until NFR takes hold of the market share. IBM does not scare me, except that the have the capital to buy any technology and the resources to develop it, just not the smarts to do it quickly, efficiently, and cheaply. Tech

To: Dwight E. Karlsen who wrote (4789)	11/11/1997 1:25:00 AM
From: Dale J.	Respond to of 9124

<<there seems to be a tremendous amount of "weak" or "hot" money in QNTM that's leaving right now. People invested but not really familiar with the details of a company are seeing the IBM release and assuming that IBM just single handedly wiped out all the other DD companies.>> I agree. The way IBM presented it, one would think the other dd companies just became worthless. As far as weak or hot money, I think its the Insitutional Investors. As AJ pointed out they control about 80% of qntm. Fidelity Fund managers need to protect some of those profits. There job depends on it. As one fund manager said, we can't asterisk our fund's perfomance with "performance would have been better if company xyz didn't tank at the end of the year". If qntm doesn't go into a tailspin, the fund managers will be back big time.