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QUANTUM
An SI Board Since March 1996
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9124 27 0 QNTM
Emcee:  SI (no user) Type:  Unmoderated
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6749 In a price war, it seems Quantum should have a substantial competitve advantageZ Analyzer-12/15/1997
6748 You mentioned that this presumed debt offering would be a conventional bond, whFrodo Baxter-12/15/1997
6747 When a company is considering coming to market it is common for a broker to solJeff Egg-12/14/1997
6746 I had led this current broker to QNTM in the mid twenties, and he in turn has lJeff Egg-12/14/1997
6745 Jeff: <<"offering" if it is in the market. How can an offeriRational-12/14/1997
6744 Jeff: If you are saying that offering new debt is bullish, I tend to agree witRational-12/14/1997
6743 That is my read. I felt it would be a positive for the company as it increasesJeff Egg-12/14/1997
6742 Keep in mind that many very strong companies borrow money. If you are borrowinJeff Egg-12/14/1997
6741 My thoughts would mirror yours that it would be a positive for a company to havJeff Egg-12/14/1997
6740 Sankar and all, does anyone know how the NAZ futures correlate with the NAZGottfried-12/14/1997
6739 Gottfried: Thanks for your appreciation. There is a mention of QNTM in this wRational-12/14/1997
6738 Sankar, no need for you to answer, since your area of expertise is different. IGottfried-12/14/1997
6737 Stitch, re ><i>I am climbing back on shortly after the New Year.</iGottfried-12/14/1997
6736 Stitch, thank you for your reply - especially since all of it is true. Yet, I hGottfried-12/14/1997
6735 Stitch: There is no need to apologize, especially given the fact that you addrRational-12/14/1997
6734 Rob: <<Then if the Asian mfgs. Maxtor, Samsung, and fujitsu adobt rationRational-12/14/1997
6733 With apologies to Sankar I will also reply re: barriers There are two huge barStitch-12/14/1997
6732 Hello Sankar & Alan, Sankar, I could not agree with you more..that innovatStitch-12/14/1997
6731 Gottfried, thanks for the informative post. I think the long-term growth trendRob S.-12/14/1997
6730 One factor that becomes increasingly important to OEMs as ASPs for PCs decreaseRob S.-12/14/1997
6729 The article has a lot of truth to it but ignores a discussion about how the marRob S.-12/14/1997
6728 Sankar, below please see my notes from a June '97 talk by Jim Porter. He doGottfried-12/14/1997
6727 Sankar, a question: you said ><i>I suppose QNTM, SEG and IBM have innoGottfried-12/14/1997
6726 Hi Alan: << Did you know for instance that last fiscal year the top 30 Rational-12/14/1997
6725 JG: <<Biggest risk seems to me is weak yen and Asian currencies. But theRational-12/14/1997
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