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

To: William T. Katz who wrote (6072)	12/4/1997 4:38:00 AM
From: Z Analyzer	Respond to of 9124

Anyone have details of Bear Stearns recommendation? Would love to know what value he places on DLT.

To: William T. Katz who wrote (6072)	12/4/1997 3:05:00 PM
From: Rob S.	Respond to of 9124

I think that the high-end business will turn around in '98 and start to become profitable. In subsequent years this sector should be very profitable. The internet is still in it's infancy and is greatly hampered by bandwidth restrictions. What will happen to the high-end storage products businesses when the bandwidth rapidly increases? There are several competitive technologies and multi-billion dollar efforts that are moving forward from the drawing boards and into deployment at this time. It's irrelevant which ones of these will "rule" the internet bandwidth struggle. What's important is that bandwidth that seems expensive and limited now will become increasingly available and competitive. Satelite systems, advanced international fiber capacity, XDSL, cable modems, local band wireless, etc. will all be competiting to bring massively increased bandwidth into practically every home and business in the world. This is something that will drastically impact the need for huge information repositories, information servers, digital video and audio servers, etc. etc. The storage capability needed will include: low cost HDDs for PCs, servers, portables, WebTVs, NAs, PDAs, etc.; HDD arrays, optical drive arrays, and solid state DD buffer arrays. IMO, the solid statedrive arrays should serve a useful function in providing the high-speed access needed to meet the needs of streaming video and high-speed transaction processing. Storage systems up to now have filed the need for storage of data with little video and audio content. As intranets/internet evolves to a higher bandwidth modality, the storage requirements will dwarf what we have seen so far. Quantum has diversified into the various product areas that will play a part in the "total storage systems solution" to deliver the massive amounts of data quickly and inexpensively. When the market stops worrying so much about Asia and short-term oversupply of prior generation HDD product and starts to focus again on the longer term prospects and how well Quantum has been positioned, then the stock will at least gain a fair valuation. IMO, 34-37 is a good target by March or April of '98. I can agree with some of the analysts that 60 is a posible 12 month target, but we'll have to get into '98 before that becomes clear. I don't think that we will see 80 - one analysts' target. Maybe that will be reached in '99 - that's too far out for me to speculate on at this point.