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

To: Vanni Resta who wrote (5716)	11/26/1997 12:30:00 PM
From: still learning	Read Replies (2) \| Respond to of 9124

Beg to differ. They may not get 15 based on FORWARD earnings basis, but that is not outside of possibility when multiplying against trailing 12 mos. Anyway I never said you should multiply by 15, I said that by mid next year, if we do the math, they will get 12-13X current year's earnings and they will be about 2 quarters into FY99 by then and it is not unreasonable for them to get 123.69 (which is next year's estimate, granted, but they would be using a .59 and .80 quater even under TTM, which would give them a valuation of low-mid 40s. Sorry you are so stuck on this stupid idea that you can't give out ideas anymore. You complain and whine repeatedly about being flamed, but never do anything to correnct the situation. As for me I don't care if those on the thread want to pick on my ideas -- even harshly at times -- as long as their thoughts are well-founded and provide good discussion points. They earn the right to do so IMHO only if they lay out both their path and rational for going a different direction. All of this means: if you don't offer up suggestions, please don't bother saying you have better investment ideas. I have no bones to pick with you personally, and this is clearly not even remotely a flame -- but I would like for you to either step up to the plate or stay in the dugout. Tell me what else you would prefer to buy. And tell me why Quantum won't be valued at 40+ in 6 months. PSS, even if we use the 9x measure (this is -- factually based -- the backward looking measure) I still get a price of 9*3.69=33.21. That is a 28% return in 6 months if you bought in at 26. If you bought in at 27 that is 23% in 6 months. The question remains -- where will you do better than that. If you don't want to share too many -- name me one alternative (using 23% as the minimum 6 month return.)

To: Vanni Resta who wrote (5716)	11/26/1997 12:32:00 PM
From: john p. carney	Respond to of 9124

<Your mistake is the 15 multiple. DD stocks will never get that, nor do they deserve it. Try 8 or 9. That puts you at $27 or $28, right where QNTM is now. > For a pure DD play like WDC and SEG, unfortunately true. But given QNTMs DLT division, I believe the stock deserves (and will get) a higher multiple than WDC and SEG. Now just because I disageed with you Vanni, does that make me a malcontent? John

To: Vanni Resta who wrote (5716)	11/26/1997 12:43:00 PM
From: Dale J.	Read Replies (1) \| Respond to of 9124

<<re: Your mistake is the 15 multiple. DD stocks will never get that, nor do they deserve it. Try 8 or 9>> Vanni: You keep referring to the "DD stocks", as if the dd companies are simply carbon copies of each other. qntm derives nearly half of its bottom line from high growth, high margin, and proprietary dlt tape products. As Alan pointed out in a previous post, when qntm loses the dd collar, it will be judged in a more favorable light. Although it should be noted, even qntm's dd business is not a disaster. qntm's Bigfoot and Fireball drives are very popular in the OEM market. Even IBM is using them in some of their PC's. See my post #5575 If an investor leaves qntm now and returns after the dd industry fears and concerns subside, they won't to get back in at 27/shr. Dale P.S. Since you don't short these stocks and you don't go long on any of dd companies, what is your fascination with them? Do you work in the DD industry? A brokerage firm? I'm not a flaming you, I am just curious.

To: Vanni Resta who wrote (5716)	11/26/1997 1:14:00 PM
From: scott harrison	Read Replies (1) \| Respond to of 9124

Vanni: re: <As for what other stocks are good investments right now, I once freely gave recommendations in this thread but was severely flamed for it. (All but one of the stocks doubled or tripled since then, which was May.) Besides, the malcontents in these DD threads have ruined the community spirit which otherwise would have made SI a great place, unfortunately.> Come on! I feel like I've read this statement 5 times already. We all know you're not giving advice, and we all feel so guilty for ruining SI because we are missing out on these great tips of yours that will triple in six months. Stop whining. Enough!

To: Vanni Resta who wrote (5716)	11/26/1997 2:26:00 PM
From: Chuck Bleakney	Read Replies (1) \| Respond to of 9124

>> As for what other stocks are good investments right now, I once freely gave recommendations in this thread but was severely flamed for it. << In my limited expeience with you Vanni, I don't think that it is so much WHAT you say but HOW you say it that gets you the flames. Blame it on others if you feel the need to, but you have a tendency to draw so MUCH flame that it can't be everybody elses fault, you must own some of it too. You still have a lot to contribute and I think that many would actually like to hear it, just with a little more civility. Ciao Chuck