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

To: Rob S. who wrote (5775)	11/28/1997 1:27:00 AM
From: Rational	Read Replies (2) \| Respond to of 9124

QNTM is the most efficient of the three DD makers in terms of dollars sold and profits made per employee: In Million $ Sales Profits Employees QNTM 5320 340 6380 SEG 8940 289 11100 WDC 4178 298 13507 QNTM has the same leadership attribute in the DD sector as CSCO has in the networking gear sector, namely, ultra efficiency. That is, CSCO employs the smartest people in the network gear industry as does QNTM in the DD sector. This efficiency is a piece of latent information, rarely discussed in the WS that is obsessed with P/E and growth both of which stem from efficiency and product quality. In fact, when CSCO was down in May 1997, one could predict CSCO's resurgence based on its efficiency. Sankar

To: Rob S. who wrote (5775)	11/28/1997 5:16:00 AM
From: mozek	Read Replies (1) \| Respond to of 9124

Rob, Very well said. I agree that QNTM should be perceived as more of a "storage" company than a DD comapny, and with its investment in Terastor, DLT, fast transition to MR, in the current move to GMR, it's working hard to stay on the leading edge of read/write storage technology. Their leadership in other areas differentiates them from SEG and WDC and other "disk drive makers". To spin off a storage technology would narrow the identity of either company, and position the company, rather than just a technology, to be superceded over the long term. Mike