QUANTUM Message Board - Msg: 9242217

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Technology Stocks : QUANTUM

QNTM 10.60

+5.1%

Dec 9 3:59 PM EST

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To: Robert Douglas who wrote (8734)	4/30/1999 10:31:00 AM
From: Henry W Singor	of 9124

No Robert your not the only one. I'm beginning to see that it is better to hold a good company long term than to trade in and out for a quick loss. If DLT + ATL grow in excess of 25% for the next 5 years we will have a 300% return even if QNTM's valuation doesn't improve. That plus the added assurance that since we are at a rock bottom valuation there isn't much risk. Don't get sucked into selling this thing for a 50% gain if that happens in the next few months. You will be leaving way too much money on the table. Look at the underlying story. Sure Disk Drives are a commodity, cry me a river, your paying very little for this part of the business. DLT on the other hand is a proprietary product with a lot of pricing power and an awesome future. I agree with Andy Neff that his valuation of the DLT business is conservative but it really doesn't matter. When it comes right down to it there is only one simple decision to make. Buy or Sell. Andy can afford to give DLT a low valuation because the market does. Why would he be as bold as me and say this is a $72 stock when the market says it is an $18 stock. He knows that he can assign QNTM a valuation of $30 now and then upgrade latter when the market starts to buy into it. I'm sure he doesn't want to get too radical and risk his reputation or his job. Ultimately the valuation is for short term gains. Growth is what drives a stock long term. I believe that QNTM has that growth with 1) DLT 2) ATL 3) Digital VCR's 4) Enterprise hard drives 5) And even Desktop Drives. Yeh! even desktop drives. They have come down over the past year to the point that you can now get a single platter drive for under $100. That too is bottoming out so we should expect growth to resume in this sector too. I have owned QNTM for over 8 years now and I agree with Micheal B. The future's so bright I gotta wear shades. OK I paraphrased. For all of you who have been with this thing as long as I have, don't let your frustration over the past 18 months get you out of this prematurely. Give this stock 1 year and see if it doesn't pan out. Henry

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