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To: Process Boy who wrote (82688)	6/4/1999 6:18:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Process Boy, guess what company our buddy Dan Niles is touting now...it's Quantum, who just announced they are going to miss big time this quarter. I guess he likes their new tape storage division. They are also in the most cutthroat component part of the PC business (unless it's DRAM), which is hard drives. Note that the Rbtsn Stephens disclaimer is longer than the Quantum recommendation! I have nothing against Quantum, or their business (hard drives good!), but if Niles can crusade against Intel because of ASPs, how in the he-two sticks can he, in conscience, get behind a hard drive maker in this PC market? There are several good HD producers, and they're always cutting each others' throats. Intel has one(?) competitor. Makes me wonder how long the guy lasts. In my last two trips to SF, I noticed it was almost impossible to get a cab. Isn't that where old analysts go? SAN FRANCISCO, June 4 /PRNewswire/ -- The following is being issued by BancBoston Robertson Stephens, a member of the National Association of Securities Dealers, CRD number 41271: BancBoston Robertson Stephens data storage/peripherals analyst Dane E. Lewis and managing director and senior hardware analyst Daniel T. Niles today reiterated their Buy rating on Quantum Corp. (Nasdaq: QNTM - news). Quantum, headquartered in Milpitas, Calif., is a supplier of PC, workstation and server hard disk drives (HDD) and Digital Linear Tape (DLT). ''Quantum preannounced its fiscal first quarter 2000 results, indicating that it expects to report earnings per share between $0.05 and $0.15,'' said Lewis and Niles. ''Aggressive desktop pricing was cited as the reason for the earnings shortfall. We foresee a continuation of the aggressive pricing and have adjusted our model for the balance of fiscal 2000. ''We suggest that investors begin to view Quantum as two stocks,'' said the analysts. ''Tracking stocks are expected to begin trading next month. We value the combined stocks at $24, given 0.2 times sales for the disk drive stock and 14 times earnings for the tape business that has a growth rate of more than 20 percent. ''We are taking down our fiscal year 2000 earnings per share estimates from $1.60 to $0.88. We believe that aggressive pricing will persist in the desktop market for much of 1999, due to the introduction of low-cost drives, industry overcapacity and price pressure from PC OEMs. Despite the estimate reduction, we continue to believe the value of the DLT business remains intact. We maintain our Buy rating,'' said Lewis and Niles. Clients interested in receiving more information should contact their salesperson at 415-781-9700. BancBoston Robertson Stephens is a leading international investment banking firm focused on growth companies. The firm's 55 equity and high yield research analysts cover more than 600 companies. Additional information is available upon request. The information contained herein is not a complete analysis of every material fact respecting any company, industry or security. Although opinions and estimates expressed herein reflect the current judgment of BancBoston Robertson Stephens, the information upon which such opinions and estimates are based is not necessarily updated on a regular basis; when it is, the date of the change in estimate will be noted. In addition, opinions and estimates are subject to change without notice. This Report contains forward-looking statements, which involve risks and uncertainties. Actual results may differ significantly from the results described in the forward-looking statements. Factors that might cause such a difference include, but are not limited to, those discussed in ''Investment Risks.'' BancBoston Robertson Stephens from time to time performs corporate finance or other services for some companies described herein and may occasionally possess material, nonpublic information regarding such companies. This information is not used in the preparation of the opinions and estimates herein. While the information contained in this Report and the opinions contained herein are based on sources believed to be reliable, BancBoston Robertson Stephens has not independently verified the facts, assumptions and estimates contained in this Report. Accordingly, no representation or warranty, expressed or implied, is made as to, and no reliance should be placed on, the fairness, accuracy, completeness or correctness of the information and opinions contained in this Report. BancBoston Robertson Stephens, its managing directors, its affiliates, and/or its employees may have an interest in the securities of the issue(s) described and may make purchases or sales while this report is in circulation. BancBoston Robertson Stephens International Ltd. is regulated by the Securities and Futures Authority in the United Kingdom. This publication is not meant for private customers. The securities discussed herein are not FDIC insured, are not deposits or other obligations or guarantees of BankBoston N.A., and are subject to investment risk, including possible loss of any principal amount invested. SOURCE: BancBoston Robertson Stephens

To: Process Boy who wrote (82688)	6/5/1999 12:08:00 AM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

PB, OFF TOPIC, NBA Tough one for Portland. I didn't know it would be THAT tough when I started to take notes. Avery Johnson faking Stoudamire out of his jock with the 360 shot! And, Bob Costas mentioned for the second time, that I was watching, that Damon Stoudamire said once that 'San Antonio would never win a title with Avery Johnson at point guard.' Locker room bulletin board material. Don't do it! Tha Admiral should lead his team to the title. One of the announcers said, about the first two games, that Portland 'didn't know their roles down the stretch', whatever that means (leadership?). All due respect, but Sabonis could play in those old Boris Karloff movies without much makeup. Nice behind-the-back passes too. Rasheed an all star if he can stay in control. Tony