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

To: scott harrison who wrote (6141)	12/5/1997 11:55:00 AM
From: Harley Morgan	Read Replies (2) \| Respond to of 9124

Scott, I'm bullish on Quantum for the long-term. I know we QNTM investors don't like the comparison but those shorting this DD sector see the following: WDC down 3x off Annual Highs - Bad News reported (several subsequent drops) SEG down 2.5x off Annual Highs - Bad News reported (several subsequent drops) QNTM down 1.8x off Annual Highs - No News reported (several drops) These shorts potential have huge profits shorting this sector and may be looking for the last holdout. Remember 10M short at $35 avg (over Oct/Nov)is now a very large gain. Why not risk another 20% drop in the shortrun and you can easily cover a 10% up move with little lost in the venture as long as Management is silent. We've had pretty good broker/analyst comments (& even some buying) but this stock appears to be stuck at this level in a strong uptrend market at the moment (IMHO).

To: scott harrison who wrote (6141)	12/5/1997 12:08:00 PM
From: Warren Hampton	Read Replies (1) \| Respond to of 9124

I've been through a fair number of the posts on this thread and the general sentiment on QNTM is reasonably bullish but with good measure (the YHOO thread is hilarious). I would have to agree that QNTM's downside looks minimal and its fundamentals and prospects reasonably outweigh those of its competitors. 'Guilt by association' though appears to have plucked some feathers form this bird's wings. The 'association' goes beyond its immediate competitors (i.e. SEG, WDC) by including the market's rolling sentiments with the tech sector as well. How fast will the feathers grow back?