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

To: Will Cunningham who wrote (4926)	11/13/1997 9:58:00 AM
From: Sam	Read Replies (1) \| Respond to of 9124

Good for Lehman! Tape business actually is worth at least $40/share (she says "tape business alone valued at over $40 per share"). At some point, it will be recognized. Hard to say exactly when, though, unhappily. But these prices are too low to pass up. I'm buying more. Buy the most when you feel like pewking and feel that that you never want to hear the name of the company again.

To: Will Cunningham who wrote (4926)	11/13/1997 10:02:00 AM
From: Z Analyzer	Read Replies (1) \| Respond to of 9124

<<Should DLT be valued on its on at $40/share as Lehman believes?>> #0 times earnings works out to about $50 per share but I'm happy to at least see firms willing to talk about DLTs standalone value. Too bad we can't let the markets decide its valuation which could be considerably higher.

To: Will Cunningham who wrote (4926)	11/13/1997 10:06:00 AM
From: Steve Wagner	Read Replies (1) \| Respond to of 9124

<<Should DLT be valued on its on at $40/share as Lehman believes?>> Will, When did Lehman state this? Thanks, Steve

To: Will Cunningham who wrote (4926)	11/13/1997 10:56:00 AM
From: Rob S.	Respond to of 9124

It's good to see the increased focus on the DLT business. Not many investors seem to understand Quantum's position in the MR head HD business. What is causing WDC and to a lesser extent Seagate pains in the HD sector is agressive price pressure coupled with the rapid shift to MR head technology. An article in the Motley Fool summed it up: fool.yahoo.com Unfortunately for Western Digital, Quantum (Nasdaq:QNTM - news) has already bought a good deal of the existing worldwide capacity for MR heads from TDK and Yamaha. With Read-Rite having difficulties in the transition and Applied Magnetics even farther behind, Western Digital's reliance on outside suppliers as opposed to the vertically-integrated, make-it-yourself models used by Seagate and IBM is now unfortunately going against it. As prices drop and make thin-film inductive less appealing on a cost-basis, without a firm supply Western Digital has become the odd man out in the drive industry. Quantum has "cornered the market" to gain market share from WDC and SGT. Their HDs are designed with fewer components and are easier to build and easier to automate (less costly) than older thin-film head HDs. The investment community should ask the question "Who has competitive product that competes favorably in performance and who is positioned to gain market share?". Also, the severe price competition seen from Fujitsu, which has similar but lower performance MR HDs, may not go unchallenged for long. WDC has indicated that their attorneys are looking into the posibility of filing a dumping charge against them. If that happens, all of the US HD companies should move up on the news. It would make sense that Quantum would move up the most.