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

To: HerbertOtto who wrote (8396)	1/30/1999 1:07:00 AM
From: Hectorite	Respond to of 9124

>Maybe they will takeover WDC. WDC says they need $190M to stay in the game. I don't know if there is any logic to a merger. Just a thought. < If quantum did that I would sell instantly! When Mr. Brown calls me for advice, I'd suggest going for the soft underbelly: hire away wdc's best engineering talent with lucrative offers (now that their options aren't looking so good) and target their bigger customers = bankruptcy for wdc and more market for qntm! Attack! Kill!

To: HerbertOtto who wrote (8396)	1/30/1999 5:15:00 PM
From: Flan	Read Replies (1) \| Respond to of 9124

Thanks for your thoughts....I am kicking myself for not selling WDC the day of the earnings announcement when it was at 20 1/2 but you know the story "greed" set in and I thought they might be able to show significant operating improvement...Do you really think this company could go CH11 - with the capital markets flush with cash anyone can raise money and I mean anyone (if AMZN can be raise 1.25 billion in converts and pay a tiny 4.25% rate on top of a 25% conversion premium than anything can happen) Hopefully the box market will stay robust and demand will continue to put some wind in WDC sails...I still though think management has done a horrible job over the last two years. Do you think the stock is headed back to the single digits??