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

To: Rob S. who wrote (6865)	12/27/1997 8:39:00 PM
From: Regeast	Read Replies (2) \| Respond to of 9124

New Poster - Frequent reader Following the HDD sector for awhile now, and it seems that anytime a major product is introduced - in this case 18GB SCSI drive - the sectors seems to retain higher margins as capacity increases., and the product remains on allocation.This will obviously help SEG as they "own" the high end server market with Dell/CPQ/HP. Also, Mcropolis recently went in 11 and there remains appox. $800MM in revenue to be gained by someone. Overall, this is a difficult business with suplly at the high end of the SCSI market ( where there is still margin ) far outstripping demand. QNTM's DLT 7000 product is a GREAT product and should see VERY significant growth as CPQ/HP/Dell roll-out these 18GB drives into their server offerings - DLT is the primary source of server backup and with the increased capacity offered by 18GB drives there will be a need for higher capacity backup systems - IMO !! Nice to meet the other QNTM die hards......... Have a HAPPY NEW YEAR