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

To: William T. Katz who wrote (6185)	12/6/1997 12:24:00 PM
From: John A. Shaffer	Respond to of 9124

Lehman in their report on WDC said "We expect that the the eventual recovery of the group will be led by Quantum, driven by the company's strong product and technology positioning and aided by the strength of its DLT business." The question is not if it will turn but when. Hang in there. John

To: William T. Katz who wrote (6185)	12/6/1997 1:03:00 PM
From: jgideon	Respond to of 9124

Bill, I am bullish on the long term of QNTM. Been holding since the summer and would like to add more at these prices. I just don't want to get too hopeful on what will transpire in January. I believe that we have a minimum due to DLT and that any significant contribution from DD will be interpreted as a strong showing. The market seems to be looking for any reason to send QNTM lower, though it has resisted here in the mid 20s several times. If several analysts were to do the same as Lehman, then only a statement from MB would hold things. That's my basic point here. The future looks good, but I really can't expect any consistent climb out of this well. Back to daylight in the spring, but who can say before then? Yes, I thought the list of OEMs was great. Thanks for posting it. jg