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

To: John Biddle who wrote (8468)	2/14/1999 10:59:00 PM
From: TJG	Read Replies (1) \| Respond to of 9124

New to this thread ..Was doing some snooping around found some info on QNTM. Thought I'd look further into it and came here.. Figured what the hell, post the DD that brought me here.... Looks like market for NAS has strong future and I understand that Quantum is one of the forerunners.. techweb.com Best of luck to all.. TJG

To: John Biddle who wrote (8468)	2/14/1999 10:59:00 PM
From: Z Analyzer	Read Replies (1) \| Respond to of 9124

<<How about a little discussion on the potential of the new TV enhancing technology that Quantum is involved in?>> My personal view is that when these VCR type devices are available for $200 it will turn the broadcasting business upside down and result in shortages in the disk drive business (and maybe more so for component suppliers) for years to come. So my question is when do we see these avalable for $200. Knowing absolutely nothing about it, I can't imagine what would be so complex about this device that it couldn't be produced in volume today at those prices. ($100 for the drive and $100 for everything else). Anyone care to enlighten me with the flaws in this thought process?

To: John Biddle who wrote (8468)	2/15/1999 3:05:00 PM
From: RON FARRELL	Read Replies (2) \| Respond to of 9124

I think the market for Drives that work in a Television application will be dynamite, but I am afraid it may be a bit further away than I would like to think. On Friday, I was talking with an engineer/designer working on a new Set Top Box for TCI/ATT. He said that they had allowed for footprint space and power consumption to put a drive in the device, but he thought it was unlikely that they would bother to put one in at this time because the service was not available to take advantage of it yet. He also talked about some non-Technical problems such as Movie Studio concerns, copywrite stuff etc. I am also concerned about the 'push' we will get from the cable companies. What is in it for them? Obviously, customer satisfaction issues, and potentially more biz on pay per view items, but maybe the advertisers aren't too keen on this and ultimately with TV they are currently footing the bill. Don't mean to be a naysayer, because I do believe this technology is coming to TV's, but I am a little concerned about the timing. Heck, it was only a couple of months ago that TCI in my area even offered digital service, and I still can not get Internet service through cable. Still think both long and short term Quantum is an excellent investment at this point. We appear to be at the start of a positive cycle for Drives, Quantum has solid balance sheet, and trading at around 12 times progected '99 earnings.