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Technology Stocks : Western Digital (WDC) -- Ignore unavailable to you. Want to Upgrade?

To: STOCKaHOLIC who wrote (7566)	11/13/1997 4:10:00 PM
From: John Wang	Respond to of 11057

Phil: Please don't be emotional. QNTM has a very proftiable business: DLT. The margin there is high. That business will cover the margin lost in HDD. Additionally, their exposure to the 1000 PC type of HDD market should be lower than WDC. However, I think that their HDD business, overall, will still be pressured because they particpate in 2G-3G desktop market like WDC and the enterprise market is not easy either. I think that Sand Brothers made a very good assessment on QNTM in this crazy market. They had the gut to do that instead of following the herd. I think that it will do WDC good, not harm. Please don't short QNTM with too much confidence. John