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

To: BuySide who wrote (4946)	11/13/1997 2:50:00 PM
From: Sam	Read Replies (1) \| Respond to of 9124

BuyS, Looks to me like your DLT factoids are on target. To quiblle slightly--I think that 50-60% growth in 99 is what has been more often suggesed (that is, slightly more than 50%); I haven't seen a breakdown of overseas vs. US sales mix, but in the CC, they said that so far they have generated a great majority of their sales in the US, and would start to focus on international sales now that they think they have the manufacturing down. I don't know how the tape margins to drives (I assume you mean the tape itself relative to the tape drives). Since there is competition for the tape, I would assume that the margins are less. Best, Sam