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

To: Webb B Blackman Jr who wrote (5218)	11/19/1997 10:46:00 AM
From: Dale J.	Read Replies (2) \| Respond to of 9124

webb: There are a couple of books written by ex-"analysts" that may be of interest to you. "Fiasco" and "Liars Poker". I think they were from ex Morgan Stanley analysts, but anyway they disclose some not so wonderful things about the Street. I havn't read them myself, (I've been too preoccupied with qntm), but they may be insightful. Dale

To: Webb B Blackman Jr who wrote (5218)	11/19/1997 12:00:00 PM
From: Rob S.	Read Replies (1) \| Respond to of 9124

The H & Q downgrade may be pretty much after the fact of major price adjustment, but it reflects the fear and uncertainty in the market for HD companies. H & Q probably advised their clients to sell or go short last week and is just getting around to issuing the downgrade. On the bright side: The effect of Seagates' new warning about earnings this quarter and the H & Q downgrade have been pretty mute. If that holds up after the news has had a chance to diseminate for 2-3 days, that will be a signal of a bottom. The posibility for Quantum to come out with a downward revision for earnings still overhangs the stock. With the H & Q downgrade, maybe it is about time for management to issue a statement about the impact of competitive pricing and potential downturn in Asian business.