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


To: KevinThompson who wrote (8402)2/2/1999 10:24:00 AM
From: UpwardBound  Respond to of 9124
 
KevinThompson:

In light of your cross-interest of other drive makers, how about some more WD commentary?

I'd like confirmation on this information that I heard from a reliable source: WD has recently gone to IBM and cut some sort of deal for some leading-edge technology. Reportedly, one of WD's new drives is actually an IBM design. However, I was told that this is backfiring since WD's customers want a solid second source for IBM products and since the heads and design are from IBM, WD is not being considered for that role. The net is that WD's products are being rejected at some OEMs due to the IBM technology.

Can anyone confirm this?? (I promise not to mention WD on this thread for a long time)

By the way, I am a long Quantum long, and yes, WD's future is critical to the success of the disk drive industry. If they go away, things should pick up for the rest of us.

--UpwardBound



To: KevinThompson who wrote (8402)2/2/1999 10:50:00 AM
From: DJ Clancey  Read Replies (1) | Respond to of 9124
 
In comparing companies, how can the current spread between SEG and QNTM be justified?

SEG has made a run for it lately (stock price) while QNTM has appeared to lag. SEG has good products, but doesn't appear to be able to justify the kind of spread that exists.

(Yes, I am long QNTM)

Comments...

DJ