QUANTUM Message Board - Msg: 2843992

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Technology Stocks : QUANTUM

QNTM 8.270

+7.5%

1:00 PM EST

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To: Henry W Singor who wrote (5812)	12/1/1997 4:10:00 AM
From: Z Analyzer	Read Replies (3) of 9124

<<I've been looking at this too. The DLT division has sales per share of about $8 and earnings of (I'm guessing on earnings) about $1.20. The division is growing at 100%/yr now with a long term growth rate of at least 50% for the next couple of years. So if you very conservatively value a fast growing business with a proprietary product and no competition at 3X sales and 20 times earnings you get that the DLT division alone is cheap at $24. >> Better yet, use the real number of about $.39 in the Sept qtr and $.44 for December and you'll find that your estimate is low by at least $8 per share (Based on $1.60 to $2.oo annualized EPS). Now use a more realistic multiple like 30 and you can add another $16 bringing you to $48. Goldman Sacks says $50 so now we're in the ballpark.

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