Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: T Bowl who wrote (5797)	11/28/1997 6:10:00 PM
From: Dwight E. Karlsen	Respond to of 9124

T Bowl, I printed a copy of a Lehman report dated 10-29-97, which was titled "Highlights of Some Key Issues/Opportunities in Technology. Companies: HWP, TXN, QNTM, AMAT." I didn't save the electronic version. Under "Personal Computers", their recommendation was Quantum (QNTM, $ 34 5/16, Rated 1 by Kimberly Alexy). Only comments were: Insulated from PC price pressure (but disk drive price pressure is a risk). Favorable trends in tape drives. Would benefit from transition from UNIX to Windows NT. The last report specific to QNTM I don't have anymore, but I do recall that Ms. Alexy said that they will be watching closely to see if pricing pressures creep up into the mid-range sized DD. I would guess this would be the ~4GB size. As of that report, QNTM was not seeing abnormal pricing pressure in this range. So, that's where the risk is for QNTM. DK