QUANTUM Message Board - Msg: 2775998

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Technology Stocks : QUANTUM

QNTM 9.410

-12.1%

3:35 PM EST

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To: Dale J. who wrote (5356)	11/20/1997 10:52:00 AM
From: Rational	Read Replies (3) of 9124

Dale: Even today's price responses on SEG, WDC and QNTM seem to indicate that the Wall Street is not treating QNTM as far better positioned than SEG and WDC. The WS is operating on multiples of 20+ for banking stocks that also produce easily replicable commodities. QNTM is more high tech and its product line is not as easily replicable. It is a wonderful time (IMO) to short banking stocks and go long on DD stocks. I have some money tied to some shorts. I am in half a mind to cover those to buy QNTM, but the way the market behaves, having some shorts is a good strategy, IMO. Sankar

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