SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : QUANTUM
QNTM 9.380-4.7%Dec 12 9:30 AM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Vanni Resta who wrote (5734)11/26/1997 3:51:00 PM
From: Dale J.  Read Replies (1) of 9124
 
<<re: If QNTM "deserves" a higher than DD multiple because half its revenue comes from somewhere else, why doesn't it get that higher multiple?>>

First let me say, I'm glad to see an actual discussion of qntm's pe, growth, etc.

To answer your question, I believe it will receive a higher multiple, in the future. I believe the current price is a reflection of short-term investor sentiment that is pervasive in the overall market and particularly in the dd sector. I think qntm will emerge the same way Cisco did last Spring during the Networking sell-off.

On a separate note, you, Chi-X or anyone else who does not share my bullish views, is free to join in the discussion. I agree with you, it makes for a more useful thread. Since I am an investor, I prefer to read many opinions. Dale
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext