QUANTUM Message Board - Msg: 2714188

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Technology Stocks : QUANTUM

QNTM 7.230

-11.1%

Dec 30 3:51 PM EST

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To: Z Analyzer who wrote (4925)	11/13/1997 7:28:00 AM
From: Will Cunningham	Read Replies (4) of 9124

Should DLT be valued on its on at $40/share as Lehman believes? ****************************************************************************** HDD stocks have been under severe pressure from increased pricing aggressiveness. While all HDD vendors are affected, the actual risk to earnings signif. varies by vendor. We do believe that while Quantum is experiencing margin pressure on the desktop, such pressure is signif. less severe than its peers and actual risk to earnings is minimal. * Still, Quantum's stock has been punished in line with its peers while the fundamental outlook remains essentially unchanged. * We believe the strength of the tape business coupled with QNTM's strength in higher-capacity desktop products will shield the company from any meaningful earnings risk. * We believe that the stock is a compelling value - with the tape business alone valued at over $40 per share. We re-iterate our Strong-Buy on the shares. ******************************************************************************

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