SI
SI
discoversearch

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: Z Analyzer who wrote (5831)12/1/1997 11:55:00 AM
From: Banjoman  Read Replies (1) | Respond to of 9124
 
What is the basis for the 35% gross margin assumption on DLT? Is that from their filings somewhere?

Secondly, a 35% gross margin on DLT implies a very costly manufacturing process (at least $1500 per drive). Doesn't that imply that QNTM could be very exposed to new technologies with cheaper manufacturing costs (e.g. new DAT technologies), since they can't reduce their drive prices that much?


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News