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 : Disk Drive Sector Discussion Forum -- Ignore unavailable to you. Want to Upgrade?

To: Stitch who wrote (5881)	3/24/1999 11:00:00 AM
From: KevinThompson	Respond to of 9256

Thanks Stitch. I see your point and I do agree with your comments. I am however fairly optimistic regarding Quantum's future and specifically their stock price appreciation. It was very encouraging to see and hear M. Brown state successively in both the Conf Call and in a CNBC interview that their earnings are on track this quarter. I think he would lose all credibility if they were to warn at this point. And I believe that the new diversified areas they are trying to move into will lessen Quantum's susceptibility to DD industry slumps. All in all, things are looking pretty positive, although perhaps "solid" might be stretching it a bit. Best Regards, Kevin

To: Stitch who wrote (5881)	3/25/1999 3:32:00 AM
From: Z Analyzer	Read Replies (2) \| Respond to of 9256

<<As the Net takes over much of the work previously performed by PCs, we're seeing another interesting development: a proliferation of new personal computing devices, personal digital assistants, Web-enabled TVs, screenphones, smart cards, and a host of products we have yet to imagine. One market research firm predicts that sales of non-PC Internet devices will surpass PCs within five years." >> Think comments like these by IBM's Gerstner have had much to do with the disk drive malaise the last few days?