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

To: Steve Wagner who wrote (7526)	3/17/1998 10:29:00 AM
From: Jeff Egg	Respond to of 9124

I want to buy here but I am feeling cautious because of the margin pressure in the DD sector. I am curious if they may restructure their business in some fashion between DD and other storage business. It feels like we are nearing a buy to me. Egg

To: Steve Wagner who wrote (7526)	3/17/1998 1:26:00 PM
From: still learning	Respond to of 9124

I missed the report so it's difficultto comment. But, it just goes to show you that even detailed analysis can turn out wrong. I remember Kim Alexis as being one of the first to call the QNTM DLT value out in her rsch, she was also very close to mgmt of the company, and produced some excellent research -- even if it turned out to be wrong in the recent past. I would be careful here and watch to see if new guidance has been offered by mgmt. That's the problem with even strong analysts -- they still have no guarantees that things will pan out. But let's not assume they're all inept.