QUANTUM Message Board - Msg: 2824810

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Technology Stocks : QUANTUM

QNTM 10.51

-0.8%

Dec 10 3:59 PM EST

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To: Z Analyzer who wrote (5730)	11/26/1997 3:52:00 PM
From: Vanni Resta	Read Replies (2) of 9124

Z Analyzer, Now I beg to differ. The business school books are littered with cases in which "locked up" or "hidden" value was released through a spin off or de-merger. Look what happened to Lucent vs. ATT, just to mention one recent example. Lucent shot up after it was spun off, but ATT has lagged. So yes, rightly or wrongly, the market often does refuse to recognize a higher multiple for imbedded earnings streams. BTW, that 30 multiple on the tape portion, that is accurate, right? I have no idea what it should be. Happy Investing! Vanni

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