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Strategies & Market Trends : Bill Wexler's Profits of DOOM -- Ignore unavailable to you. Want to Upgrade?

To: Bill Wexler who wrote (900)	6/4/1998 11:53:00 PM
From: Brander	Read Replies (1) \| Respond to of 4634

I don't know about QNTM, but I think SEG will turn around. They have an extremely strong balance sheet. They are very liquid, and have invested in R&D wisely. They seem to be ahead of the others in developing a new generation hard drive. I have been watching it drop recently, looking for a good point to take a long term position.

To: Bill Wexler who wrote (900)	6/5/1998 1:58:00 AM
From: Bill Wexler	Read Replies (1) \| Respond to of 4634

QNTM - Talk about perfect timing...... A few hours after I write a piece about Quantum, the company issues this roaring vote of confidence in its business... biz.yahoo.com I love the last line of the press release" <<He said Quantum was looking for excess inventories in the iundustry [sic] to be worked off from the September quarter.>> LOL!!! Good luck! I have an idea. How about if Quantum starts paying the boxmakers to cart away the drives.