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

To: Gottfried who wrote (6728)	12/14/1997 4:32:00 PM
From: Rob S.	Read Replies (1) \| Respond to of 9124

Gottfried, thanks for the informative post. I think the long-term growth trends for starage products are very favorable. Its good to see the comments that HDD is becoming less of a commodity due to high IP/technology content. I think we may see a very competitive market into '98 because the most significant driver for the need for larger DDs has had a slow start - internet/communications bandwidth is mired in the ice age of POTs technology. When the new communications technologies get implemented more agressively and build momentum, that will help to drive demand. In the meantime there is likely to be more shake-out of HDD manufacturers and manufacturing capacity cuts at the "big three". The inventory glut will work itself out if PC demand stays healthy. Then if the Asian mfgs. Maxtor, Samsung, and fujitsu adobt rational policies to sell their HDD products at profit levels sufficient to service their debt, SEG, QNTM, and WDC should start to recover sales and earnings momentum by mid '98.

To: Gottfried who wrote (6728)	12/15/1997 5:27:00 AM
From: Z Analyzer	Respond to of 9124

In a price war, it seems Quantum should have a substantial competitve advantage with their Bigfoot drives at 4 GB per platter versus 2.1 for 3.5". This should be esp true now that the performance differential has narrowed considerably. Doe anyone know the extent to which low volume or other cost disadvantages might increase cost PER PLATTER for 5 1/4" vs 3 1/2"?

To: Gottfried who wrote (6728)	12/16/1997 1:51:00 AM
From: money man	Read Replies (1) \| Respond to of 9124

I work in the computer industry, and I can tell you that we get our 3.5" floppies for $13.75, and that we have a W.D. 6.4 gig u.d.m.a. for $269.00 Prices have fallen considerably, but they will bounce back after the holidays( they allways do), and then we will get rewarded. The D.D. sector is one of the best investments for the future. We will allways need storage capacity. QNTM is one of the strongest positioned companies in its class. GOOD LUCK TO ALL, MONEY