Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Sam who wrote (7595)	3/23/1998 11:35:00 AM
From: patroller	Read Replies (2) \| Respond to of 9124

Sam I found out that jabils position is that they are the sole supplier,if you are right then qntm could well miss the mark,if the 29cent is base on a 20% growth in dlt and they track jabil with a -17% the dlt would miss earnings by 37% if margins stay the same.If qntm claims growth it might well be look at as back end loaded,further last quarter qntm said that the 4000 was slowing due to the ramp up in the 7000 well the ramp up at jabil is down 17% from the last slow down,do you think they would outsource a product in the middle of it's introduction to a new suplier ?I would think that would be less productive and more exspensive,not to say well known,more over the 4000 no one would want to ramp a dieing product,would you?Anyway something is wrong but it doesnt seem to bad or the stock would be at about 10bucks.patroller