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

To: Rob S. who wrote (6114)	12/5/1997 2:29:00 AM
From: Rational	Read Replies (3) \| Respond to of 9124

Rob, This was from latest 10Q: This increase reflected that the gross margin rate earned on high-end disk drives had largely been eroded during the three and six months ended September 29, 1996, while the Company transitioned high-end disk drive manufacturing to MKE. Does this mean that QNTM is effectively shifting the money-losing high-end unit to MKE? If so, this is a shrewd strategy and we should expect to see a rise in earnings even after charges. This is effectively a spin-off that we were discussing. What do you think? Sankar

To: Rob S. who wrote (6114)	12/5/1997 2:31:00 AM
From: Rational	Read Replies (1) \| Respond to of 9124

Rob: Do you have their e-mail and/or fax number handy? Thanks. Sankar

To: Rob S. who wrote (6114)	12/5/1997 5:21:00 AM
From: Z Analyzer	Read Replies (2) \| Respond to of 9124

<<Lets get those letters going to the CFO, CEO and board that investors need a stock buy-back to show confidence in the stock at this critical point. >> I'll second the motion. It sounds as if Quantum is on the fence on this one so letters here could really help. It is very important to mention that even a small buyback would be a vote of confidence and better than nothing. (A large buyback is out of the question given Quantum's desire to maintain a strong balance sheet). If they can buy 3 mil shares for $20 less than the stock will soon be worth, that's $60 million ahead and nothing to sneeze at.