SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : QUANTUM -- Ignore unavailable to you. Want to Upgrade?


To: BuySide who wrote (5247)11/19/1997 1:35:00 PM
From: still learning  Read Replies (2) | Respond to of 9124
 
Having been exposed to high-level QNTM execs at the company in the past, I believe QNTM acts in a highly ethical way and bends over backward to *not* selectively disclose information.

FWIW, I do not feel QNTM has shared inside info with H&Q, tho Todd Bakar is a well respected analyst (in my view) and his opinion should be scrutinized. I repeat my earlier thought -- look to Lehman, Kim Alexy has been a strong QNTM supporter and steadfast thru recent bad news (accurately I might add, including the HTCH/SEG problems earlier this year.

If she turns negative, then this is a very bad sign short term. If she stays positive, the stock will or should be stable to up.

I have 2-3 year horizon, even on margin, so I am prepared to ride it out unless I get called by my broker, so my views are colored by this foolish long-term view. (BTW, 2-3 years isn't really long term, but compared to most SI posters, it's incredibly long.)