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

To: Sam who wrote (4940)	11/13/1997 2:43:00 PM
From: BuySide	Read Replies (2) \| Respond to of 9124

Sam: You're right, I tend to get caught up in entry points and timing. Not to mention adding to a position with a much lower cost basis. Just want to clarify a few DLT points if you don't mind?? - 340MM in Revenues last quarter - ~30% operating margins - >100% growth expected through FY98 - ~50% growth in 99 - 100GB drive in 1CQ99 - Current mix is 70% OEM and 30% channel - very little sales overseas to date - 500,000 unit installed base - significant revenues consumables (tapes) BTW how do the actual tape margins compare to drives, and what is the revenue % in tapes?? Thanks for the input. Continued Best BS