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QUANTUM
An SI Board Since March 1996
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7099 GM - <<If they make 12M in an average week [as per Forbes story], that&#T Bowl-1/19/1998
7098 Z, re:Seagate you said <i><<Costs will be low if they can execute wStitch-1/19/1998
7097 <<Actually Maxtor stands to benefit less then Seagate because they are onZ Analyzer-1/19/1998
7096 I was saying that SEG would have no high end tape expertise to bring to the IBMZ Analyzer-1/19/1998
7095 Z, Actually Maxtor stands to benefit less then Seagate because they are only iStitch-1/18/1998
7094 Z, you said ><i>Surely SEG has little technical expertise to add.</Gottfried-1/18/1998
7093 Stitch, ><i>Thats a commonly quoted number </i>[HTCH has 70% of Gottfried-1/18/1998
7092 <<Thereby providing for possible profitable qtr. That's what I hear oZ Analyzer-1/18/1998
7091 <<The valuations people are putting on DLT are absurd.>> I challengZ Analyzer-1/18/1998
7090 Any feel for whether sourcing will alter the competitveness among the DD companZ Analyzer-1/18/1998
7089 <<QNTM's FE marketing mgr comments that the desk top DD biz representZ Analyzer-1/18/1998
7088 GM, <i><<BTW, they are supposed to have 70% of the worlds suspensStitch-1/18/1998
7087 All, Correction: In the post below I said that TSA suspensions have ><i&gGottfried-1/17/1998
7086 Stitch, ><i>I actually am not too bullish on HTCH's ability to getGottfried-1/17/1998
7085 The expectation among employees and several brokers here is that sales will topTmanquinn-1/17/1998
7084 Can't produce enough to meet demand. IBM can't get enough suspensions Tmanquinn-1/17/1998
7083 question to anyone: does anyone have any info concerning their solid-stateeugene salazar-1/17/1998
7082 A few thoughts on the conference call: <b>DLT</b> forecast to growRFF-1/17/1998
7081 >>With two analysts talking about Quantum's breakup value, perhaps soBanjoman-1/17/1998
7080 Lawrence; <i><<At what point does irrational management optimism (Stitch-1/17/1998
7079 Hi Allan, Several comments on your remarks: <i><<I regard IBM as tStitch-1/17/1998
7078 GM, I actually am not too bullish on HTCH's ability to get over a buck forStitch-1/17/1998
7077 <<Probably correct, but on the other hand the year 2000 standard box is pZ Analyzer-1/17/1998
7076 <<Going back to IBM; their big move into the DD biz surprised me, as in tZ Analyzer-1/17/1998
7075 <<At what point does irrational management optimism (which they are all gZ Analyzer-1/17/1998
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