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

To: Henry W Singor who wrote (8727)	4/29/1999 9:42:00 PM
From: john p. carney	Read Replies (1) \| Respond to of 9124

Excellent post, Henry. You're reasons are exactly why I got back into QNTM yesterday. I think north of $72 is kinda wishful, but I remember selling QNTM almost 2 years ago, it had almost doubled, I was happy, then it proceeded to almost double again....without me. John

To: Henry W Singor who wrote (8727)	4/29/1999 10:43:00 PM
From: Mark Oliver	Read Replies (2) \| Respond to of 9124

Speaking of cash, have they completed their share repurchase? I've not followed Quantum as closely as in the past so forgive me if I missed something obvious. Earlier you said I shouldn't be so skeptical. I'm not really, but I have had trouble deciding what a tracking stock really means. As it stands, the tape business as a part of Quantum is not enough to make people buy the stock. They have great growth, but earnings are not going up when you look at the company as a whole. So, when you make a tracking stock, will the growth be real? Will losses, if any, in HDD effect tape? Finally, a stock's price is a bit of hocus pocus anyway, but in the end of the day one reality is that if you buy enough of it, you own the company. Has Quantum rigged it so a hostile bid could never take ownership of the company? Regards, Mark

To: Henry W Singor who wrote (8727)	5/1/1999 8:17:00 AM
From: Lutz Moeller	Respond to of 9124

Henry, tahnls You for Your good response, explaining the fundamental difference from may 98 to may 99. The competitive position, that You outlined, seems quite different. a few quarter earnings surprises, accelerating earnings and the stock market will take notice again. Quantum has historically been good for larger price swings, so maybe I should load up. I left the market mostly last december, fearing another crisis. What crisis could one imagine these days, to avoid long positions? Any idea? Lutz