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

To: Rational who wrote (5791)	11/28/1997 1:17:00 PM
From: William T. Katz	Read Replies (2) \| Respond to of 9124

Well I'm a fool. I think Korea will stabilize after some pledges for more money from Japan and continued IMF negotiations. But also, I think US is ready to start trading on their own fundamentals. So I loaded up again on more QNTM after covering my AMZN short near end of day. Hopefully those institutional traders will feel the same way on Monday, but with my track record over the last 2 weeks, we'll probably be down :) Oh well. Eventually, QNTM price will rise to meet their earnings. I think they will be hurt for the next few quarters on disk drives, but the DLT will prop earnings. I also think in the longer-term, NFR has a real chance at being the technology for digital VCR mid-1998. If we combine cheap 20gb+ cartridges with cheap M-JPEG (and eventually MPEG-2) encoders, we can get a cost-effective digital VCR which allows 10+ hours per cartridge, no degradation over time, and higher quality capture. If NFR takes off and becomes a consumer-based phenomena (perhaps even with the support of Iomega), QNTM with their equity holdings in TeraStor and NFR manufacturing will have yet another DLT-like stream of profit. -Bill