QUANTUM Message Board - Msg: 9211438

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Technology Stocks : QUANTUM

QNTM 6.882

-5.2%

3:56 PM EST

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To: Mark Oliver who wrote (8718)	4/29/1999 12:22:00 AM
From: Henry W Singor	Read Replies (1) of 9124

I wouldn't be so skeptical Mark. I've invested in several companies before that have one line of business that is old and dying and another line of business that is growing at 40-50% year over year rates. IBM for one could have been purchased for a song several years ago when people were moaning about the declining mainframe business. What they failed to see was the fast growing services business. Those who saw that did very well. Another was DEC whose Alpha architecture was growing by leaps and bounds as VAX was dying. When the street switched from being overly focused on VAX to overly optimistic we who saw early were very well rewarded. In both cases it took a little patience. It's amazing how long it took Wall Street to notice. And that is what it will take with QNTM. Just a little patience. DLT revenue is getting to the point now where it is hard to ignore. Even without the tracking stock. Wall street will discover this all of a sudden and report it as if it is something new. Then QNTM, too long the dog, will be the darling of Wall street. Henry

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