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

To: Rational who wrote (6668)	12/13/1997 1:20:00 PM
From: Steve Wagner	Read Replies (1) \| Respond to of 9124

Sankar/All, Meet the margin call or not? Will year-end selling hold the stock flat until Jan 1? I wondering if it's wise to dump significant cash in now to cover margin and hope for a bounce in the first few weeks of January to recover at least some of the loss. Or, is is better to bail out and cut losses now? (I am long on QNTM, just not sure the best short term financial play...) Thanks for your thoughts. Steve

To: Rational who wrote (6668)	12/13/1997 1:24:00 PM
From: Z Analyzer	Read Replies (1) \| Respond to of 9124

No, Quantum and MKE determine a build plan which can be altered up to about a month before production. Quantum is commiteed to this production. Also, Quantum has fixed costs associated with the business and needs to be selling drives to cover these costs as well. They are less volume sensitve than an assembler because MKE incurs unabsorbed manufacturing overhead if volumes are low. And of course, unlike SEG, QNTM does not need to worry about component losses except on heads.

To: Rational who wrote (6668)	12/13/1997 3:33:00 PM
From: Stitch	Read Replies (1) \| Respond to of 9124

Sankar...response and corrections as follows: <Do you know where Fujitsu's plants are located?"> Fujitsu has plants in Japan (of course) but has new facilities in The Phillipines for HDD assy. But, they also assemble head stacks in Thailand, and HGAs in Korea. The media they use is made in Japan, Malaysia, and Singapore but media is primarily an "out sourced" commodity. The rest they do themselves. <Obviously Maxtor (owned by Samsung) is located in Korea and has acquired Micropolis> Maxtor is owned by Hyundai, another Korean Chaebol. Maxtor operates a design center and pilot mfg lines in Colorado, and a few lines in Korea, while the largest plant is in Singapore. They have also announced the building of a new plant in Dalian,China which is directly West of Seoul as the crow flies. (Though I do not know if this is now on hold or not.If it were me I would be delaying brick and mortar spending.) Micropolis was acquired by Singapore Technology some time back and has recently announced their closure. In fact, the first creditors meeting was in Singapore last Friday. Regards & Good Luck!

To: Rational who wrote (6668)	12/16/1997 6:34:00 AM
From: Alan Hume	Read Replies (1) \| Respond to of 9124

Hi Sankar, according to my understanding you have made an error in your posting: Maxtor I believe is owned by Hyundai, not Samsung. Can anyone confirm this??? A major threat is that Maxtor plan to open a DD factory in N.China in mid 98. This is going to give them a hell of a price advantage if they plan to ship to the US from there. Maybe they plan lowend drives for the local market, I don't know. I know that Micropolis went under recently, but I was not aware that Samsung picked up the pieces. Confirmation anyone??? The only light that I see in this tunnel is that these upstarts (excluding Fujitsu) may not be able to afford the R&D to stay technically competitive for very long Regards Alan