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Technology Stocks : QUANTUM
QNTM 9.940-0.6%Dec 5 9:30 AM EST
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To: TechMeister who wrote (8607)4/3/1999 12:03:00 PM
From: Toko  Read Replies (1) of 9124
 
Hi Tech,

I like your valuation thinking post-tracking stock. Even if I assume that the market is slow to "believe" and initially takes a more cautious view:

QHDD Stock- How in the world could you say it is worth less than WDC?
Worst case= $8 (matching WDC).

QDSS Stock- What if we say the market will only give 20x instead of 25x for 25% annual growth?
That still gives 20x $1.20 (your forward EPS est.) = $24.

That still would give $32 per share. I think $18 is a buy. I'm staying long, and hope this stock thing goes through.

-TOKO
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