QUANTUM Message Board - Msg: 2709443

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Technology Stocks : QUANTUM

QNTM 8.205

-1.0%

12:41 PM EST

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To: Rob S. who wrote (4894)	11/12/1997 6:02:00 PM
From: SeaViewer	Read Replies (2) of 9124

Rob: QNTM didn't have DLT division historically. The business environment has been changed dramatically. DLT is growing 100% last quarter, and is projected to grow 100% in 1998 fiscal year (ends Mar. 1999) and 50% in 1999 fiscal year. DLT provided $100 million operating income last quarter. That's equivalent to ~$0.40 a share net profit. DLT will quickly become a $2 billion business, and operating income margin is much higher than disk drive business (it was 30% last quarter). You can compare QNTM' price with IOM. IOM has only one product -- zip drive, and it delivered $0.22 or $0.23 per share last quarter. Its growth rate is no more than DLT. But IOM's share closed at $28+ today. If QNTM is fairly valued at $25 - $26, then IOM is way overvalued. The investment community just don't get it that QNTM has such a great product. The QNTM management should go to Wall Street to promote its product. Jeff

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