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To: CPAMarty who wrote (4641)3/1/1999 11:40:00 AM
From: Dennis R. Duke  Respond to of 5058
 
My thoughts on that last message:

messages.yahoo.com@m2.yahoo.com

QNTM's tracking stock on the tape division indicates that that segment will have good growth, and it should given back-up needs going into Y2K. RDRT makes 60% of that industries heads, is the exclusive supplier to Iomega (IOM), and is in the development process with QNTM of the next killer application of tape drive and related heads.

RDRT deserves a bounce on this announcement, IMHO.

Later, (-8 Dennis 8-)



To: CPAMarty who wrote (4641)3/2/1999 8:46:00 AM
From: Ted The Technician  Read Replies (1) | Respond to of 5058
 
Marty,

RDRT's chart pattern looks similar to those of SEG, HTCH, & QNTM.
There was heavy selling on Friday with even more heavy buying
Monday for HTCH and QNTM. For RDRT and SEG, the volume was
less on Monday than on Friday.

I suspect RDRT has been falling because it doesn't have a working
GMR product - IBM appears to be the leader here. Remember how
APM fell because it didn't have MR regardless of its earnings
from the older technology?

I believe that HTCH and QNTM will continue to go up - HTCH because
of its new product (TSA), QNTM because of its clearly defined
strategy. For QNTM, the market pays a high premium for
network storage(refer to NTAP).

RDRT won't go up unless it is "supported" by the charts if SEG,
HTCH, & QNTM. Also, "support" from the box makers CPQ and DELL
would be nice too.

I'm waiting for confirmation (a drop followed by 1% higher close
on heavier day-to-day volume) of the bottoms before picking more
up. Also, I would wait for more GMR information before being
seriously invested.

--Ted The Technician