Mark, most posters think QNTM's stock value lies in the DLT tracking stock. If you buy QNTM now, you get the DLT tracking stock when it's issued, and then you can decide on whether to hold on to the disk drive portion...
Will this strategy really work (beat the market, or beat the sector)? Who knows? But on a short-term basis, it's probably a worthwhile bet.
What will it take for QNTM (the current stock) to outperform the market? Apart from fundamental factors, which have a flexible/fluid relationship to stock price anyway, if market sentiment suddenly decides that QNTM is now a "value play" or whatever the flavor of the day is called, then QNTM could pop.
April was Cyclicals month (basic industries like metals).
What month will they choose for QNTM?
Regards,
Larry
PS--Tracking stock is more a financial game than a real company, at least in the short term (less than a few years). But packaging counts on Wall Street. Whatever helps to sell the product...
And some time in the distant future the tracking stock division could actually be spun off as a separate company, or sold, or whatever.
But in the meantime, the tracking stock could provide a currency for the company.
And the tracking stock could (hopefully) provide some price appreciation for the stockholders.
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