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Technology Stocks : Disk Drive Sector Discussion Forum -- Ignore unavailable to you. Want to Upgrade?

To: Pierre-X who wrote (2210)1/12/1998 8:26:00 PM
From: T Bowl  Read Replies (1) | Respond to of 9256
 
PX - you missed the most important statement:
"As a result, FQ398 projected revenue may be significantly lower than FQ298 revenue as the company transitions to MR technology products."

As we've all been saying, 1.3GB TFI will not exists in the SepQ. They will struggle to qual a 2.8GB head...

R&D up >110%. 'ooh, we better get movin' - CC

Also, notice that BV has gone down by over $1.5

todd



To: Pierre-X who wrote (2210)1/12/1998 8:37:00 PM
From: Frodo Baxter  Read Replies (2) | Respond to of 9256
 
Man, I died laughing at that report. I wonder if I will be able to short more tomorrow, or if it drops below 5 at the open.

Wonder what this means for my SEG short. Speaking of which, SEG and QNTM have been moving in lockstep for the past few weeks. On all valuation measures, QNTM is a much better relative value. Despite the downward bias of both the market and the sector, I've been thinking of hedging by going long QNTM. What do y'all think?


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