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

To: Mark Adams who wrote (8507)	2/25/1999 7:58:00 PM
From: Frodo Baxter	Read Replies (3) \| Respond to of 9124

>I don't think LK would have seized on the positive in the article, given his previous bias. My thoughts on QNTM have been relatively stable for a long time. Best of the Big Three (what remains of this triumvirate), awesome tape business, decent drive business, idiotic heads business, nice virtual model, good time to market, excellent quality. Fair value probably in the 30s if you're conservative, 40s if you're aggressive. Despite their operational excellence, management has been decidedly tone-deaf to exposing shareholder value. Which has been irksome to me, a sometimes and current shareholder. C'est la vie.