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

To: Gus who wrote (5013)	11/14/1997 8:04:00 PM
From: Dwight E. Karlsen	Read Replies (1) \| Respond to of 9124

Thanks, Gus. For the reasons stated in your last paragraph, I closed the calls today which I had bought on Wed. I feel fortunate for the profit, which more than made up for the bath I took on Nov 32 1/2 calls when QNTM first fell to $30. It is always a risky, desparate strategy to average down, but in this case it worked. I certainly do think QNTM is worth more than 30 1/4 where it closed today, but these days and in this DD environment, I wasn't comfortable with getting too greedy (and maybe ending up the poorer for it). DK

To: Gus who wrote (5013)	11/14/1997 8:41:00 PM
From: Pierre-X	Respond to of 9124

Re: DD Capacity, Growth, Asian Players Excellent post. We need more like this. You said: >I read an interesting article in the Singapore Business Times where >an industry observer remarked that there may be room for 3 or 4 >players in the enterprise segment, which only accounts for about 25% >of the total DD industry, in unit terms. Do you have a URL for that article? Do you find generally the Singapore Business Times a good source of info? You said: >The fact of the matter is that there is just too much capacity in >the system, with more coming online. Do you have evidence to support the overcapacity contention? I believe this is true, and am collecting indications to build into an industry model. You said: >Maxtor, Fujitsu, Samsung and the others have to cross the 10-12% >market share threshold before they can make any money. Do you have evidence to support this contention? You said: >the commodity desktop segment where low cost is paramount, the range >of innovation and differentiation is relatively narrow, and the >drives are of relatively similar quality and reliability. I agree strongly. Ciao, Pierre

To: Gus who wrote (5013)	11/14/1997 10:29:00 PM
From: Dale J.	Read Replies (1) \| Respond to of 9124

Gus, Excellent post. Do you have an opinion on qntm? Do you have any financial stake in qntm? As a qntm stockholder, I would be interested in your opinion. Anyway for me, the Lehmans report was reassuring. They follow qntm closely and are usually in contact with them. They also seem to give conservative estimates. (JMO) When they couldn't get adequate information from SEG last qtr, they didn't hesitate to downgrade the stock. For now at least things seem to be on track for qntm. By all indications DLT is continuing its solid growth and they have some new NFR products that will come to market in the near term. The Lehmans report said DLT alone is worth more than $40/shr. Dale

To: Gus who wrote (5013)	11/14/1997 10:47:00 PM
From: Rob S.	Respond to of 9124

Thanks for the in-depth post on DLT - it's a real service to this thread!

To: Gus who wrote (5013)	11/15/1997 3:59:00 AM
From: Z Analyzer	Read Replies (1) \| Respond to of 9124

Gus, Have you heard of a company called Ecrix which is a venture capital start up with a supposedly revolutionary tape product. The venture capitalist tells me the primary difference is that the drive is non-tracking. They are looking for the drive to be low cost and highly reliable with pretty respectable specs. Also, have you heard any details of the IBM, SEG, HP joint venture in tape. I understand from SEG that standards are nearly finalized and they hope for product next year. If so, this would be a considerably faster birth than Exabyte's Mammoth or DLT 7000. each of which was at least a year late to my understanding.