QUANTUM Message Board - Msg: 2871270

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Technology Stocks : QUANTUM

QNTM 8.460

-12.4%

Dec 1 3:59 PM EST

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To: William T. Katz who wrote (6056)	12/3/1997 9:01:00 PM
From: Z Analyzer	Read Replies (2) of 9124

Bill, Don't get too exuberant. Several things have changed since the time of the conference call. Whether the things that are going well along with the original cushion will be enough to save the quarter is anyone's guess which is why several analysts reduced estimates after Comdex. The factors which warrant some caution: -Low end pricing is extremely weak and has now bled up to 3 GB. It clearly was not expected to be this bad. -Quantum's high end will lose $20 mil or so as guided in the confeerence call in Dec qtr. What was news (at least to me) is that March is not expected to be much better and even the next generation is not expected to be profitable. Despite this, I believe Quantum trading for well under the value of DLT is rediculously cheap.

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