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 : Seagate Technology -- Ignore unavailable to you. Want to Upgrade?

To: Sam who wrote (5579)	9/3/1998 6:20:00 AM
From: Duker	Read Replies (1) \| Respond to of 7841

Sam, With you on SEGSoft sequential revenue issue. I would say that QNTM is interesting here. I am just really uncomfortable with the management. There guidance and control over growth in the DLT business has been very poor. First, customers were on allocation. QNTM used the opportunity to hold the line +++ on price -- some customers thought they were getting gouged. Customers began, in response to the allocation issue, to double-order -- like the d-drive business. There were the typical manufacturing glitches. They were resolved. Then the channels got stuffed. The orders fell off the table. The guidance went from up 100% to flat. Do not get me wrong, I still like the product and the DLT business (installed base and technology). Why is QNTM still in the heads business? Why aren't the losses in the heads business just lumped into the Enterprise Drive business (aside from the Equity Income accounting issue)? Sorry for the tangents. Just some random thoughts. It does seem that SEGs business is getting better and I like the management team w/o Al S. --Duker