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

To: john dodson who wrote (8525)	3/1/1999 10:05:00 AM
From: Lutz Moeller	Respond to of 9124

John, I think a conference call with saying we did 30% earnings on the tape biz and it grows 100% a year, which is the fastest in infotech right now, is bullish - at least in my opinion. The DD biz will come back too. The enterprise internet storage probably will largely go to EMC, whereas the desktop storage will go to quantum and the backup storage to ATL /quantum. So to play the internet can be to play storage. I wait for some bad interest rate moods in end march, to eventualy soak up EMC cheaper than today. We shall see. Sincerely Lutz