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No. of Recommendations: 1
Any life in Quantum land?

After surveying the NAS landscape, I like DSS more and more, especially at current prices (~$10, or ~$1.7b market cap).

Related post on the Gilder board:

http://boards.fool.com/Message.asp?id=1380530000027000
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No. of Recommendations: 1
Any life in Quantum land?


David, I'm still happy with DSS's prospects and considering adding new shares. Your excellent post on the Gilder board puts the NAS opportunity in a perspective that Foolish investor's ignore at their peril. Having surveyed the Quantum stock boards at several sites, I'd say that the silence in here reflects investor chagrin at being hammered by the most recent cyclic collapse of PC disk manufacturors and QNTM's over-emphasis of the tape business "story" behind DSS. If the NAS angle were better understood, this discussion might be a bit livelier.

Bob Sutton
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