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Technology Stocks : QUANTUM -- Ignore unavailable to you. Want to Upgrade?

To: Z Analyzer who wrote (4494)	11/5/1997 7:19:00 AM
From: Kevin Chesser	Read Replies (1) \| Respond to of 9124

Z, I agree. But, you must agree that the value of DLT is built into the share price (at least partially). Comparison to WDC, by my count follows: QNTM mkt cap = 136mm shs x $34 = $4.6 billion WDC mkt cap = 87mm shs x $32 = $2.8 billion EPS estimates for the fourth quarter are $0.79 for QNTM and $0.85 for WDC. One could argue this does not properly value DLT (maybe that's our great secret)! What I cannot figure out is why SEG justifies a market cap of $7+ billion and a $29/sh price with next quarter estimates of only $0.35 and a history of disappointment! Kevin