QUANTUM Message Board - Msg: 2828344

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Technology Stocks : QUANTUM

QNTM 9.210

-6.0%

3:56 PM EST

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To: Vanni Resta who wrote (5736)	11/27/1997 9:19:00 AM
From: Z Analyzer	Read Replies (1) of 9124

<<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. >> As shareholders in both, do we really care if the DD business lags while DLT rockets. At least disk drives will have a positive valuation and will be evaluated on its own merits (ie people will factor in turnaround potential of high end instead of applying p/e to dd earnings as if they are peak earnings). <<BTW, that 30 multiple on the tape portion, that is accurate, right? I have no idea what it should be.>> It's anyone's guess, but since Goldman Sacks also says DLT is worth $50, they must use close to the same multiple. And remember, I'm only using Sept earnings. (Not 1999 earnings like Alex Brown would). By March Dlt earnings should be about 33% higher and so will DLT's value. It could be easy to miss the Quantum/DLT train. Just imagine what would happen the day Quantum announced taking positive action to realize shareholder value.

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