Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Dale J. who wrote (5356)	11/20/1997 10:45:00 AM
From: Z Analyzer	Respond to of 9124

Nobody seems to be focusing on the future prospects of Bigfoot which I find very exciting. 4 GB per platter resulting in significantly lower manufacturing costs, no other 5 1/4" drives in sight and performance comparable to 3 1/2". 12 GB in a low cost drive. What's not to like?

To: Dale J. who wrote (5356)	11/20/1997 10:47:00 AM
From: scott harrison	Read Replies (3) \| Respond to of 9124

HIP HIP HIP HIP HOOORAY!!!!! TALKING HED RON GUTFLEISH FROM GOLDMAN SACHS PUTS QNTM ON HIS TOP THREE PICKS!!! ON CNBC! Pointed out QNTM is not WDC or SEG, because of DLT, which is "alone worth more than $50 a share." Says Fair Value of Quantum is --- catch this -- NORTH OF $80!!!! Go Go Go Go GO GO Quantum! scott

To: Dale J. who wrote (5356)	11/20/1997 10:52:00 AM
From: Rational	Read Replies (3) \| Respond to of 9124

Dale: Even today's price responses on SEG, WDC and QNTM seem to indicate that the Wall Street is not treating QNTM as far better positioned than SEG and WDC. The WS is operating on multiples of 20+ for banking stocks that also produce easily replicable commodities. QNTM is more high tech and its product line is not as easily replicable. It is a wonderful time (IMO) to short banking stocks and go long on DD stocks. I have some money tied to some shorts. I am in half a mind to cover those to buy QNTM, but the way the market behaves, having some shorts is a good strategy, IMO. Sankar