Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Z Analyzer who wrote (5069)	11/17/1997 11:40:00 PM
From: Bill Li	Respond to of 9124

Hi, everyone, I got in QNTM today. At prersent level, I thik QNTM is a bargan. Although Quantum is experiencing margin pressure on the desktop, such pressure is much less severe than its peers because the strength of the tape business coupled with Quantum's strength in higher-capacity desktop products will shield the company from any meaningful earnings risk. First, pricing aggressiveness is basically occurring in the desktop drive market. The company is more focused on higher-capacity points which are not experiencing similar price pressure. 2.0-2.99GB 3.0-4.99GB >5GB QNTM 18% 23% 28% WD 28% 22% 10% SEG 29% 22% 12% IBM 3% 21% 22% Second, QNTM's tape business is very strong, which is expected to contribute $1.50-$2.00 of earnings over the next 12 months.This business alone should be valued at more than $40 per share. So for $30 you get a $40's stock with a free dd business. Good bargan. Bill