QUANTUM Message Board - Msg: 2826559

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Technology Stocks : QUANTUM

QNTM 10.78

+1.7%

2:03 PM EST

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To: Z Analyzer who wrote (5730)	11/26/1997 8:50:00 PM
From: Rational	Read Replies (1) of 9124

Z Analyzer: Your logic sounds quite rational. Some Wall Street fund managers are still confused about QNTM being the DD sector leader. This may show their naivete. But, most QNTM shares are still held by the big players in the WS. I think Vanni's opinion is merely a reflection of the Wall Street's response to the DD sector. Whether the WS should give a higher multiple to QNTM can be easily known when we have a rise in the price. [Incidentally, on the day QNTM rose 13%, Vanni's wish was he held QNTM shares.] Until then, any justification of the current multiple being right is simply tautological as it conveys no more information than the market price. If spinning the DLT business will generate a greater shareholder value, QNTM may already be thinking about it and may even implement it. From the fact that SEG is not being trashed despite its recent losses indicates to me that the down-side risk for QNTM is very limited while the upside potential is much higher than that for SEG and WDC. It is time to accumulate QNTM, IMO!! Sankar

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