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


To: shane forbes who wrote (7771)4/24/1998 5:33:00 PM
From: Alan Hume  Read Replies (1) | Respond to of 9124
 
Shane,

QNTM is the LEAST vertical integrated supplier of the commonly known HDD suppliers. THIS IS THEIR BEAUTY !!. QNTM is basically a design house, who sub contracts their production to third companies. This allows them to be more flexible than their competitors, and diversifies them from long term commitments in capital investment for production equipment.

No "wild ass guess" could make QNTM more vertical integrated than WDC, QNTM is not a vertically integrated co (IMO), and therein lies their advantage

Alan