Actually, I find Yahoo too full of trash, and QNTM SI is a good board. All threads, I find become somewhat stale over time, since viewpoints are heavily recycled. In QNTM's case, there really isn't much to say right now, except, wait for tracking. I would be interested in hearing views on what it trades for after tracking, and when MDCD will close (as that is my only current entree into QNTM. I hope QNTM stays in a boring trading range till MDCD and then moves into the low/mid 30s. That will probablhy not be the case ,as tracking may take it higher before then.
Once tracking starts, it will be interesting to see mew valiuation models merge. But without detailed DLT/Storage breakdown in advance, I expect little new info. FWIW... |