QUANTUM Message Board - Msg: 2709437

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Technology Stocks : QUANTUM

QNTM 8.300

-4.5%

Dec 26 9:30 AM EST

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To: Rob S. who wrote (4894)	11/12/1997 6:01:00 PM
From: Dale J.	Read Replies (2) of 9124

<<re: Just because Quantum and other stocks reached levels of historically high valuations for P/E, P/S>> Rob, what you say makes some sense for the other dd companies. But you have to remember that the PE of quantum is not based on normalized earnings, but based on a recovery year of earnings and qntm has unusually strong growth of DLT (100% growth). Also keep in mind that DLT is a substantial part of quantum (45% of the bottom line). The 100% growth projections seem to be firm, since we know that qntm can hardly keep up with demand. We have also seen in recent announcements that Top Tier distributors and top tier computer companies (HP, IBM, cpq, Dell) recently expanded their DLT offerings. If you own qntm stock, time is on your side. P.S. Please tell me more about those puts qntm bought.

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