QUANTUM Message Board - Msg: 2933083

STOCKTALK

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Technology Stocks : QUANTUM

QNTM 8.635

+12.3%

3:53 PM EST

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To: Rational who wrote (6428)	12/10/1997 10:06:00 PM
From: kash johal	Read Replies (1) of 9124

I think you have made some excellent points here, it's just that the conclusion may be off a little. Just as valid a conclusion would be that WDC is overvalued and will likely have a real of $5-10 within 3-6 months, particularly if they start losing money as opposed to breakeven. So if DLT is worth $12 then real value (short term) of quantum is worth $17-22. If DLT contiues OK in Q1 98 and DD business brekeven Quantum will trade in $20-30 range IMHO. If DD business makes money then Quantum will trade over $30 however if DD business starts to lose money we will be in $10-20 range. Quantum is still the best of the bunch, the only question is wether we have seen the worst or not. Just my analysis

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