QUANTUM Message Board - Msg: 2825204

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Technology Stocks : QUANTUM

QNTM 9.800

-6.8%

3:59 PM EST

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To: Z Analyzer who wrote (5730)	11/26/1997 4:46:00 PM
From: SeaViewer	Read Replies (1) of 9124

Z: I totally agree with your analysis. I am in QNTM because it has DLT business which is hot. If QNTM only had DD business, I would have never bought its stock. DLT contributed $100 million operating income last quarter (30% operating income margin) as reported in the CC. That accounted for more than 60% of its total operating income. If the management executes its plan well this quarter, DLT could deliver $400+ million revenue (assume 100% increase from the same quarter last year) and approximately $120 million operating income. Using 26% tax rate (the same as last quarter), it gives $88.8 million net income, or $0.51 per share fully diluted for the quarter. As I wrote in a previous post, anyone can compare QNTM' DLT with IOM. DLT was more profitable (on per share basis) and projected with a faster growth rate, but QNTM share, as a whole company, is selling at a less price. What a market efficiency! Jeff

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