QUANTUM Message Board - Msg: 2832897

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Technology Stocks : QUANTUM

QNTM 9.380

-4.7%

Dec 12 9:30 AM EST

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To: Z Analyzer who wrote (5783)	11/28/1997 1:02:00 PM
From: set	Read Replies (1) of 9124

> For all those who feel... while it seems clear that DLT as a separate business would be getting a mammoth multiple, such a business [ticker (tape)?] would also be subject to all the volitility due a single product technology business. should quantum fail to build a stable long term business out of it, what happens to the issue? also, if the rights were to be issued, what would that say about the rest of the business, that they have no real faith in it? if that's the case why not just get rid of the DD biz altogether? maybe you can answer this question (I can't - it's a real question): if the tape business were standing alone, could it support its own R&D and infrastructure? if not then its multiple would have to come down accordingly. to what extent does the tape business depend on the size of the company, in terms of overall revs and capacity for investment? hense to what extent is the multiple the tape business can get supported by the lower multiple DD business? these questions have to effect how you blend the multiples, although I have no idea what the formula might be. is this a non-issue? Shahar

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