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

To: SamuraiSam who wrote (7513)	3/13/1998 4:10:00 PM
From: RFF	Respond to of 9124

Thanks for the report link. Seem to think that its still too early to get back in, but that was a nice mention of QNTM's Bigfoot (and they didn't even visit QNTM). I don't know about the statement that the shift to a build-to-order strategy from CPQ and others hasn't hit the DD makers yet. I remember from QNTM's CC that mgmt cited CPQ shift explicitly, saying that most of that shift was working its way through the channels. I'm also not sure of the recent "slow" down in PC sales. I think unit sales are growing and the box builders are going through what the DD makers have gone through - overcapacity and sharply dropping prices. It's a tough call though......