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


To: SeaViewer who wrote (5740)11/27/1997 9:30:00 AM
From: Z Analyzer  Respond to of 9124
 
<<What a market efficiency!>>
Perhaps the market is efficient. Perhaps they are right that Quantum management will do nothing about a grossly undervalued stock and Quantum will continue to trade at the multple of its least desirable business as conventional wisdom suggests.
<< If the management executes its plan well this quarter, DLT
could deliver $400+ million revenue (assume 100% increase from the same quarter
last year)>>Conf call guidance was specifically for 100% growth Fiscal 98 over 97, NOT CONTINUEING 100% GROWTH VS YR AGO QTR. 15% GROWTH EACH OF NEXT TWO QTRS GETS YOU THERE. Still a very respectable $390 in Dec DLT revenues.