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

To: shane forbes who wrote (7785)	4/26/1998 5:41:00 AM
From: Tom Simpson	Respond to of 9124

>I would have been doing a wild goose chase. Didn't mean to discourage you on that, just to keep an eye out for detail. We have APM, Read-rite, Komag, STMD, and maybe even WDC and QNTM all now appearing to have somewhat more uncertain futures than they appeared to have 1 year ago. The point about the forest was a good one and even partial insight into capx puts more substance into mere appearances. >The nice thing about the SEG inventory reduction is that the finished >goods really dropped nicely after peaking last q. Yes it did and the market reacted appropriately. But everything is relative and they have been running fat inventories for a long long time. If they get another 50-100 million out, mostly components, I'll begin to believe they've got management. Dropping 14k employees this quarter is a pretty strong indication they are taking action for real also. Best Regards.....Tom