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

To: Z Analyzer who wrote (8463)	2/12/1999 10:44:00 AM
From: Sam	Respond to of 9124

I don't expect it to be easy either. Another miscalculation by WDC, a stumble by Samsung, though, could change everything rather quickly. Of course, that is investing by wish. Certainly, you're right, the stars aren't fully well aligned yet, and it's not certain when or if they ever will be, but there's at least a reasonable shot at it, in any case. If it does happen, then this time next year QNTM may be a shooting star itself.

To: Z Analyzer who wrote (8463)	2/12/1999 12:57:00 PM
From: Frodo Baxter	Read Replies (1) \| Respond to of 9124

>My main point was that all the stars are not lining up right now as they were before, so to expect QNTM to easily hit old highs is very wishful thinking. Not so. QNTM hasn't really stumbled much since they faced death in the face many moons ago. SEG's struggles initiated this current cycle. WDC has completely marginalized themselves. And MXTR, while doing supremely well, depends far too heavily on business from Dell. When Intel first supported Ultra/33 in their chipset, QNTM owned the market for those drives for an entire product cycle, including at Dell. The rollout of Ultra/66 and Ultra160/m could yield similar benefits. As for valuations, you're neglecting relative pricing. Interest rates are down, and equity prices are far more dear. Look at Micron.