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QUANTUM
An SI Board Since March 1996
Posts SubjectMarks Bans Symbol
9124 27 0 QNTM
Emcee:  SI (no user) Type:  Unmoderated
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7399 Sam - <<I always understood that "15-20%" as where they were aT Bowl-2/23/1998
7398 Todd, I always understood that "15-20%" as where they were at for nowSam-2/23/1998
7397 Stitch - 15-20% is the internal "goal" for QNTM MKQC heads. In the T Bowl-2/23/1998
7396 Todd, <i><<I think SEG has kindof proved that the technique has woStitch-2/22/1998
7395 Lawrence; <<<i>Of course not. But I would buy a basket of HD makerStitch-2/22/1998
7394 >In fact, the numbers you posted show that Komag exceeded WD in operating maFrodo Baxter-2/22/1998
7393 Anyone, I notice that Quantum's DLTs are selling well...two questions: Is QCarmine Cammarosano-2/22/1998
7392 I thought we all decided a while ago that you needed a mix of vert integ and aT Bowl-2/22/1998
7391 Jonathon, <i><<If Pierre were here, he would say(and has said) thaStitch-2/22/1998
7390 Z, <i><<Seems SEG would be alot better off if they purchased a largStitch-2/22/1998
7389 Lawrence, Its interesting data but they didn't exactly change my mind, excStitch-2/22/1998
7388 <i>vertical integration model is a better path to commercial success thenJonathan Bird-2/22/1998
7387 >Why not look at the real litmus test. Return on equity where both quantum Frodo Baxter-2/22/1998
7386 <<How about if we compare operating margins of Komag and Western-DiZ Analyzer-2/22/1998
7385 <<Recent quarters aside I think Seagate's dominance in the market Z Analyzer-2/22/1998
7384 <<Seems SEG would be alot better off if they purchased a large enough shaZ Analyzer-2/22/1998
7383 >How about if we compare operating margins of Komag and Western- Digital at Frodo Baxter-2/22/1998
7382 Alan, you said ><i>By not being vertically integrated, you can far quiGottfried-2/21/1998
7381 Scot, Both you and Lawrence have rightfully pointed out that we cannot know thStitch-2/21/1998
7380 Lawrence, You are correct. My use of gross margins was very casual in that posStitch-2/21/1998
7379 Lawrence, Just to add in a little... I think there are merits to both of whatHungry Investor-2/21/1998
7378 >But I can't find the logic that suggest they cannot be. I can find an eFrodo Baxter-2/21/1998
7377 Hi Alan; Thanks for the response, hope your trip went well. <i><<Stitch-2/21/1998
7376 Hi Stitch, "<What's so great about vertical integration? In TodaysAlan Hume-2/21/1998
7375 Let's hope those high prices equate into more profits for this darn companyMyron Z.-2/20/1998
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