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

To: Stitch who wrote (7079)	1/18/1998 10:29:00 AM
From: Z Analyzer	Respond to of 9124

<<QNTM's FE marketing mgr comments that the desk top DD biz represents too much of their biz, and that QNTM will be diversifying into other areas (or words to that effect)>> The way I read the article, Quantum's highend target of 15% market share plus continued DLT tape growth would significantly reduce the proportion of business coming from desktop. <<I regard IBM as the most dangerous, not only as a competitor on the market place, but by quenching an in-house demand, the open market ends up with a major OEM customer less.>> Would love to know if IBM has suddenly become a low cost producer or whether the current pricing environment is unacceptable to them as well. Its kind of hard to believe Dataquests preliminary figures that DD units increased only 4% seguentially in Dec as quoted by Quantum in their call. Actually, it would be nice if that was the case rather than non QNTM, SEG, WDC companies eating their lunch.