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

To: Rational who wrote (5776)11/28/1997 2:56:00 AM
From: Z Analyzer  Respond to of 9124
 
<<NTM has the same leadership attribute in the DD sector as CSCO has in
the networking gear sector, namely, ultra efficiency.>>
You are comparing apples to oranges due to the MKE relationship. What does everyone believe will happen to the desktop DD biz when everyone has 2.1 GB/platter and 6 and 8 GB drives at the same time. QNTM's lead in this area is fleeting and I see Bigfoot as the only hope for staying ahead.



To: Rational who wrote (5776)11/28/1997 5:19:00 AM
From: Alan Hume  Read Replies (2) | Respond to of 9124
 
Hi Sankar

"QNTM is the most efficient of the three DD makers in terms of dollars sold and profits made per employee"

Not wishing to appear sarcastic, but having less employees per dollar than ones competitors is hardly surprising when one does not have an own production facility for the core business.

REgards
Alan


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