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To: Jurgis Bekepuris who wrote (2648)	12/5/1997 12:16:00 AM
From: Michael Burry	Read Replies (1) \| Respond to of 78594

Raimondas, My feeling on Quantum is that long-term, it is no longer just a DD company. In fact, already 40% of earnings are DLT and that is growing at a 100% rate. This moves it out of the commodity category, IMO. Note that it did not disappoint at all last quarter, when both WDC and SEG were very disappointing. IR has communicated to me that they feel no need to offer additional earnings guidance - they just had an analysts meeting at Comdex and could've done it there if it was overly bad. In any case, I expect them to miss by a bit, and if they do, I'll buy more. Then again, I have a bit of inside indusry knowledge that is making me a little cocky here. Good Investing, Mike

To: Jurgis Bekepuris who wrote (2648)	12/5/1997 10:38:00 AM
From: Scott Mc	Respond to of 78594

Rai, you make some good points, made me think of the Quantum drive I just bought at work (auctioning off older drives so I picked up a 270MB for $21 (Can)) to use for a backup. Also I bought a new Plug and Play sound card the other day (Some off brand) to replace my DOS based card (thats a storey in itself) $22. These things are becoming so much a commodity (which is really incredible when you look at the technology involved) and prices are so low margins are under intense pressure. On the other hand I spend about $2K a year on tech and Im looking at my 6th computer... Scott