QUANTUM Message Board - Msg: 2605330

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Technology Stocks : QUANTUM

QNTM 7.150

-1.0%

3:34 PM EST

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To: jgideon who wrote (4427)	10/31/1997 12:15:00 PM
From: Z Analyzer	Read Replies (3) of 9124

<< do you have a preferred stock among the DLT resellers ... ADIC, ATLPA, OVRL, and others?>> Haven't looked at them recently but why would I pay more for a company that sells commodity type product like libraries in a competitive field than I would pay for the proprietary driving force behind all these companies? As far as I'm concerned, DLT is essentially a pure play on DLT since that business is worth more than, not just a small portion of Quantum stock. May be time to resurrect my letter to Quantum management. A 50 percent discount to the combined valuations of DLT and Disk business is not acceptable. If SEG destoys pricing in the disk business as its starting to look like they might, I'd hate to see it continue to infect DLT.

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