QUANTUM Message Board - Msg: 2823117

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Technology Stocks : QUANTUM

QNTM 10.60

+5.1%

Dec 9 3:59 PM EST

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To: Vanni Resta who wrote (5716)	11/26/1997 12:30:00 PM
From: still learning	Read Replies (2) of 9124

Beg to differ. They may not get 15 based on FORWARD earnings basis, but that is not outside of possibility when multiplying against trailing 12 mos. Anyway I never said you should multiply by 15, I said that by mid next year, if we do the math, they will get 12-13X current year's earnings and they will be about 2 quarters into FY99 by then and it is not unreasonable for them to get 123.69 (which is next year's estimate, granted, but they would be using a .59 and .80 quater even under TTM, which would give them a valuation of low-mid 40s. Sorry you are so stuck on this stupid idea that you can't give out ideas anymore. You complain and whine repeatedly about being flamed, but never do anything to correnct the situation. As for me I don't care if those on the thread want to pick on my ideas -- even harshly at times -- as long as their thoughts are well-founded and provide good discussion points. They earn the right to do so IMHO only if they lay out both their path and rational for going a different direction. All of this means: if you don't offer up suggestions, please don't bother saying you have better investment ideas. I have no bones to pick with you personally, and this is clearly not even remotely a flame -- but I would like for you to either step up to the plate or stay in the dugout. Tell me what else you would prefer to buy. And tell me why Quantum won't be valued at 40+ in 6 months. PSS, even if we use the 9x measure (this is -- factually based -- the backward looking measure) I still get a price of 9*3.69=33.21. That is a 28% return in 6 months if you bought in at 26. If you bought in at 27 that is 23% in 6 months. The question remains -- where will you do better than that. If you don't want to share too many -- name me one alternative (using 23% as the minimum 6 month return.)

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