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

To: Rob S. who wrote (5787)	11/28/1997 12:03:00 PM
From: Rational	Read Replies (1) \| Respond to of 9124

Rob: One of the reasons for why QNTM is down while SEG is up today is that the Wall Street counts on SEG being the #1 DD maker trading at its lows. This is a stupid reasoning because QNTM is the most efficient, while being #2 in the sector. The second reason for why QNTM is down is that it has not said anything about this quarter's earnings and so there is some uncertainty. This may be a bad reasoning too. QNTM did not say anything because they may be expecting to meet the expected earnings and there is no down-ward revision. They have repeated about the charges they would take this quarter, lest some lawyer would step in with a lawsuit for not adequately warning (although they have talked about this charge in their latest CC). All these point out to a simple conclusion, IMHO: This is a good time to accumulate QNTM, IMHO. Sankar