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

To: KM who wrote (7558)	3/18/1998 10:02:00 PM
From: Bleeker	Read Replies (2) \| Respond to of 9124

I'm a QNTM agnostic and ready to convert. I can't get a handle on how much negative news this stock has discounted and if its fall is sector or company-related. If its mostly sector related, then the stock is still exposed to negative earnings news (considering four of the last five quarters have been good.) In any event, one month to decide unless if QNTM preannounces. Until then here is some historical data on what percentage of revenue DLTs account for at QNTM. These are the drives that Herb raised concerns about in his column today. FY 97 Q3: 16% FY 97 Q4: 15% FY 98 Q1: 18% FY 98 Q2: 22% FY 98 Q3: 22% source: QNTM Herb's estimate for the current quarter is about 25%. Bleeker