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Technology Stocks : Disk Drive Sector Discussion Forum -- Ignore unavailable to you. Want to Upgrade?

To: Sam who wrote (1327)	10/24/1997 11:51:00 AM
From: LK2	Read Replies (1) \| Respond to of 9256

Sam, I was trying to make a joke about suing Fortune magazine. At the same time, I was also trying to pay a compliment to the posters on SI for posting the bullish arguments for disk drive companies long before the Fortune article was published. I guess the joke wasn't very clear. ------ As far as my comments on the cyclical nature of the disk drive business, I was speaking in general terms, or trying to put the ideas expressed in the article into my own words. I agree that I didn't paraphrase the article in the same exact words that the article used; but that wouldn't be a paraphrase, now would it? Regards, -LK I'm glad you appear to think the cyclical nature of the disk drive business has changed. (I think that means you agree with what I posted, to some degree). It's unclear whether Al Shugart thinks it has changed.

To: Sam who wrote (1327)	10/24/1997 1:00:00 PM
From: Z Analyzer	Read Replies (1) \| Respond to of 9256

Quantum's DLT grew to $1 billion in sales faster than Cisco, looks to make it to $2 bil faster than Cisco now dwarfs such beloved growth stocks as Altera and Xilinx. In fact the real question is can we find any Wall Street darlings more successful in growing to a billion or two in revenues than DLT? (Please let me know). And Lehman's analyst puts a target P/E of 18 to 20 on the DLT business. I love the way firms like Morgan Stanley, Alex Brown, Montgomery and H & Q gush all over their horrendously overpriced IPO stocks whose EPS go from $.04 to $.06 per share and don't have the guts to come out and scream that DLT is perhaps the greatest buy in the market today. They should be talking 40 times earnings for DLT, not 18.