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

To: Frodo Baxter who wrote (1530)	11/12/1997 9:50:00 AM
From: Sam	Read Replies (2) \| Respond to of 9256

"Since we only have transparency in the channel and not the OEM side, we have to figure out what is going on with only half the story." Actually, we don't even have "half the story". The OEM business is far more important than the retail channel. Accounts for more like 75-80% of the drives shipped. Our real info is minimal about it. I had bad dreams last night of standing up in a QNTM shareholder meeting, and telling them (management) that they were robbing us (shareholders) of the value of our company by not separating DLT from the drive business. They ought (I said with quite a self righteous flair) to just do the same thing with it that they did with the head business, if they didn't want to get rid of the whole thing--take a minority share, get a couple billion bucks from MKE + assumption of the debt, buy back some shares, and speed up development of the 100 gig upgrade. Stock price would jump to the 80s next year if they did this, maybe higher. They just smiled nervously, and said nothing. Applause from the audience, though.