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

To: DJ Clancey who wrote (8404)	2/2/1999 11:01:00 AM
From: still learning	Read Replies (1) \| Respond to of 9124

I am long both SEG and QNTM. Reason SEG has done better is twoforld: software and high end focus. The fact that it own VRTS, and the spin-off netted them a tangible gain didn't hurt, but mostly SEG's stopped the blleding at the high end and has a firm position in the most profitable end of its markets. While DLT has helped QNTM, it's not the same as having the core engine of your biz working. QNTM dumping the heads venture will help, tough and DLT will continue its cash cow role.