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Technology Stocks : QUANTUM
QNTM 7.450+3.0%Dec 31 3:59 PM EST
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To: AJ Berger who wrote (4938)11/13/1997 2:10:00 PM
From: Will Cunningham  Read Replies (1) of 9124
 
Hello AJ, I'm interested to know what your analysis of this report is. I think that Lehman is underestimating the impact that ASP erosion could have on Quantum's earnings over the next two quarters. The case that Lehman puts across is argued well, but there is always room for uncertainty. Looking at Quantum today as someone who is interested in a re-entry point for investment in the shares, I think another 10% down from 26.5 would be ideal. Just my take.
-Will
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