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

To: JBruin who wrote (6133)	12/5/1997 11:17:00 AM
From: Harley Morgan	Read Replies (1) \| Respond to of 9124

Quote.com just scaled this 1 minute time period to approximately 300,000 shares. Could be a data error at Quote.com. I've looked at 5-minute trades on DLJDirect for this time period and only see volume at 123,000 level. Quote.com must have bunched some missing volume on previous trades.

To: JBruin who wrote (6133)	12/5/1997 2:00:00 PM
From: Z Analyzer	Read Replies (1) \| Respond to of 9124

<<I was hoping to get your opinion (or any other long-time credible follower of qntm) as to what kind of shortfall in q3 is already discounted in the stock? Or another way of asking would be what kind of appreciation qntm would see if they meet q3 estimates?>> I would have to believe that the market has discounted AT LEAST the downward revised estimates of H and Q ($.63 from $.68) and another which I don't recall. I would believe that there is considered to be a significant risk of a shortfall announcement. If that doesn't come as earnings approach, expectations may start to creep back up so I think expectations will continue to vary. As for forecasting the price that far in the future, only a fool would attrempt to do that given the heavy influence that continuieng disk drive news (esp WDC and SEG earnings conf calls, the technology mood at the time, how well DLT performs and of course the action of Quantum stock prior to earnings.