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

To: SamuraiSam who wrote (4822)	11/11/1997 12:37:00 PM
From: Ken	Respond to of 9124

Following is a link to an article which explains the collapse in Western Digital earnings and suggests that Quantum is better positioned than either SEG or WDC. cbs.marketwatch.com. The important excerpt comes at the end where analyst Roxanne Googin explains that Western Digital has " ....been slow to migrate over to magneto resistive [heads]. Their head supplier, Read-Rite, is not giving them good-quality yields on the high end components that they need to make the transition. Quantum has bought the effective worldwide capacity (all of which is coming out of Japan at this point from TDK and Yamaha), and so on top of the secular decline, they have not executed as well as Quantum on the MR transition. Quantum is therefore gaining share." I found this link on the JMAR thread. Ken