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

To: Donald Isenhower who wrote (6293)	5/10/1999 1:21:00 AM
From: Stitch	Read Replies (1) \| Respond to of 9256

Donald, You have some solid reasons for investing in STK and factually, it popped up on my radar screen a few months ago for another reason. In hindsight I was glad I didn't bite then, and I just sort of ignored it after that. With your post I think I will have another look. Anyone else out there with opinions on STK? I kind of half expected Yogi to chime in on this one. I am pretty sure he has looked at this sector before. Best, Stitch

To: Donald Isenhower who wrote (6293)	5/10/1999 9:59:00 AM
From: Sam	Read Replies (1) \| Respond to of 9256

Donald, Interesting post on STK. If you like them, you should really like QNTM, or at least the DLT stub that will be issued soon. In the QNTM CC, an analyst specifically asked QNTM management about how they thought DLT and SDLT stacked up against STK's new drives. Their reply was that STK's products aimed at a higher end market, and are twice as expensive as DLT for not that much more functionality. Most people, they said, don't need as many features as STK had, and certainly not for their price. More later. Would like to see a comparison between them. Still haven't seen QNTM's SEC registration statement for their split, which shows DLT financial info broken out from the drive financials. Sam