Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: RON FARRELL who wrote (8472)	2/15/1999 11:15:00 PM
From: Steve Rolfe	Respond to of 9124

Quantum prices for the last 30 days. DATE CLOSING PRICE OPEN HIGH LOW VOLUME -------- ------------- -------- -------- -------- ----------- 2/12/99 20 7/8 21 7/8 21 15/16 20 7/8 2,751,400 2/11/99 22 5/16 21 1/16 22 5/8 20 15/16 2,012,800 2/10/99 21 1/16 20 7/8 21 3/8 20 1/4 2,012,500 2/09/99 20 11/16 22 3/8 22 7/8 20 5/8 3,792,000 2/08/99 22 7/16 21 5/8 22 13/16 21 1/8 2,403,400 2/05/99 21 21 3/8 21 1/2 20 1/16 3,235,800 2/04/99 21 7/16 23 1/4 23 3/8 21 3/8 3,344,600 2/03/99 23 3/16 22 15/16 23 9/16 22 5/8 2,991,000 2/02/99 22 15/16 24 1/8 24 1/8 22 7/8 5,581,200 2/01/99 24 1/8 23 7/8 24 3/8 23 7/8 4,516,200 1/29/99 23 15/16 23 5/8 24 3/8 22 3/4 2,889,300 1/28/99 23 1/2 23 5/8 24 23 1/8 3,051,600 1/27/99 23 3/16 25 25 23 3/16 1,970,600 1/26/99 24 3/4 25 5/16 25 1/2 24 1/2 1,782,400 1/25/99 25 3/8 24 15/16 25 3/8 23 7/8 2,624,500 1/22/99 24 13/16 23 7/8 25 17/32 23 1/2 3,602,200 1/21/99 24 3/8 28 5/16 28 5/16 23 15/16 8,281,600 1/20/99 28 5/16 27 7/8 29 15/16 27 13/16 12,082,200 1/19/99 27 11/16 27 1/4 28 26 1/2 3,121,400 1/15/99 26 7/8 27 3/16 27 13/16 26 3/4 2,835,300 1/14/99 27 1/16 27 5/8 28 11/16 26 1/2 3,645,400 1/13/99 27 7/16 25 28 7/8 24 5/8 6,334,200 1/12/99 25 13/16 26 1/16 26 1/2 25 3/16 3,688,900 1/11/99 25 13/16 25 1/2 26 9/16 25 1/4 3,689,500 1/08/99 25 25 1/8 26 24 3/4 4,954,400 1/07/99 24 7/8 23 3/8 25 3/8 23 3/8 8,191,800 1/06/99 24 23 5/16 24 1/4 23 5/16 4,485,800 1/05/99 23 1/16 21 3/8 23 1/16 21 3,226,300 1/04/99 21 11/16 21 1/4 21 15/16 21 3/16 2,595,200 12/31/98 21 1/4 20 3/4 21 1/2 20 1/2 1,610,800

To: RON FARRELL who wrote (8472)	2/16/1999 11:17:00 AM
From: j_b	Read Replies (2) \| Respond to of 9124

<<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>> Both Tivo and ReplayTV are showing off their technologies right now. They both expect to be offering service within a quarter. They both have deals with QNTM (I think). The really good news is that the drives can be less "reliable" than those used for data, since error correction is built in to multimedia formats, and some data loss is acceptable for video. Any such loss with data storage would be catastrophic, since it would result in errors either in the program being run or in the results. Therefore, QNTM can use many of the drives that fail the quality control for data storage, since they will still meet or beat the requirements for video storage. Your concerns with the cable companies interest me. Why do you feel a "push" from them would be either needed or desirable? Why did you exclude the major networks from your concern? I am not trying to downplay your concerns - I just don't quite understand what you are getting at. Regarding the timing of the investment - QNTM is (I hope) a good investment right now due to it's strong presence in the DLT market and in the money-losing PC drive business. Hopefully they will be able to leverage that name-recognition into the consumer appliance market. It will probably take a couple years to see meaningful results from that effort, but the stock market tends to include any expected happenings for the next 6 months or so in the current stock price, so you need to guess fairly soon as to whether you think this is a good market for QNTM, since the price should start to reflect the market's opinion fairly soon (next 3 months IMHO).