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

To: Sheba who wrote (5406)	11/20/1997 4:43:00 PM
From: scott harrison	Respond to of 9124

Excerpts from Forbes Dec 1 article: "At present Quantum has no direct challenger in the business. It's closest competitor, tiny Boulder, CO-based Exabyte makes 4- and 8-millimeter tape drives. Exabyte's more economical drives are much slower and squeezee less onto a tape than QNTM's" (QNTM packs 70 gig onto their tapes, at a rate of 100 gigs an hour. DLT 7000 costs, $8000, tapes $100 each) "The six big producers of network servers, IBM, HP, CPQ, Sun Micro, Digital and Dell have caught on to the advantages, and Quantum is struggling to meet their demand." "WDC and SEG, which compete in Quantum's older product segments, could use some of Quantum's recent success. Traumatized by price competition in the PC disk drive market, SEG reported lower earnings for the latest quarter, and WDC is expecting the same for the current quarter." "There's a lot left to do" says MB, "Quantum's nowhere near its potential." "One thing left for him to do: fix the high-end disk drive business, where the company used to think it was going to make all its money. These drives for network servers store up to 18 gigs of data and cost from $700 to $1,300. In fiscal 1996 QNTM lost so much money on the line that Brown turned manufacturing over to a Japanese partner, a subsidary of Matsushita Group. The line is still losing money." Bet we get some small investors trickling in over this. scott

To: Sheba who wrote (5406)	11/20/1997 4:56:00 PM
From: VINTHO	Respond to of 9124

I suspect that QNTM will approach 30 tomorrow only because those cheating MMs will let it happen. Reason--Open Interest is large at that level. Come Monday and in the near term, QNTM will "lock in"(get in phase) with the ups and downs of market movement as it rallies into the 40's. I dislike the MMs because their position in the financial world is subject to minipulation of stocks that they make market in. whether you agree or not that is the way it is. They make money bigtime and they spread it around; not $s but information on certain stock movements. This is what I believe. BTW I got in QNTM at 25 3/4 about 2 or 3 weeks ago when it dropped from the mid- 30s. I've been in and out of the DDs for years now. At this time, I think that QNTM is a damn steal at these levels. A stock which IMO cannot be held back by the MMs because of the Brokerage Firms and equally important the institutions that are now getting involved in QNTM. These are my feelings only and should not be used as an investor's guide for investing!!!

To: Sheba who wrote (5406)	11/20/1997 5:39:00 PM
From: scott harrison	Read Replies (3) \| Respond to of 9124

Sheba: Re: <I'd be interested in learning about competition from Maxtor. At least according to recent ads in CompUSA, Computer City, etc., Maxtor is aggressively pricing drives up into the 8.4 gig range.> all the info you want is on the company's home page. maxtor.com scott

To: Sheba who wrote (5406)	11/20/1997 6:14:00 PM
From: Gus	Respond to of 9124

Sheba, The marketing effort at Maxtor is spearheaded by two QNTM marketing veterans who, I understand, were instrumental in the effort that allowed QNTM to reduce their heavy dependence on Apple (close to 50%) in the early nineties. You can keep track of Maxtor's progress by reading the 10Qs which they are required to file because of some outstanding bonds. Gus