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


To: Myron Z. who wrote (6875)12/25/1997 2:31:00 PM
From: Jeff Egg  Respond to of 9124
 
Good call on CSCO, my analogy to this situation is CTXS. Great balance sheet, strong competitive position, solid management, solid earnings with growth potential. When MSFT said they might get involved the stock went from 60ish to 9.........Things stabilized and it went to 84. The whole move from 9 to 84 was April to December. I believe QNTM has fundemental strength and it's death is wrongly anticipated by those who lack patience and understanding.
They are not identical situations, but it has that same Feel of misunderstanting from the market that stimulates my interest.
I just hope I get a piece of the performance that CTXS offered in this most similar circumstance. I believe in a longer time horizon, it will. Happy Holidays to all.