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

To: Sam who wrote (5741)	11/26/1997 7:18:00 PM
From: Y. Samuel Arai	Read Replies (1) \| Respond to of 9124

> From everything I read, anyway, DLT is the only game in town > once you get past a 5-10 gigabyte network, both in terms of > durability and speed, and of course most networks will get > past that range rather quickly. If no comparable or better > competition to it is announced before next summer, that > should continue for at least a few more years, at least if > QNTM even comes close to meeting their goal of bringing out a > 100 gig drive by CYQ1 '99. Sam: What about the Exabyte Mammoth drives? Some of the literature I've read give the 20/40 gigabyte Mammoth a better rating than DLT. I don't know too much about the Mammoth drives yet, but I know that that is another option for back-up in that range. I think it was PC Week that gave DLT a slight edge, at least in marketability and market acceptance...anyway, competition does exist. The "other" Sam

To: Sam who wrote (5741)	11/26/1997 7:55:00 PM
From: Vanni Resta	Read Replies (1) \| Respond to of 9124

Great analysis, Sam, as usual. I learned a lot of things from that post. Not to quibble, but you mentioned, quite rightly, that the market does not value the tape portion of QNTM's business because it is "making a mistake." And I agree. The market makes mistakes all the time. My question is: When will the market stop making this mistake? And what will make that happen? I pose this as a serious question. Because, the truth is, this may never happen. At the same time, though, I realize that nobody can really say when the market will stop making this mistake. All you can do is hope, if you hold QNTM. It reminds me of a friend of mine who runs a hedge fund. He finds a stock, does his research, buys it, then holds it for months, with no gain. Then he says, frustratedly, "This stock is so undervalued! But the problem is, nobody else in the market recognizes this except me!" Yes, that's a big problem. Happy Investing! Vanni

To: Sam who wrote (5741)	11/27/1997 9:45:00 AM
From: Z Analyzer	Respond to of 9124

<<They (Storage Tech)get a multiple between 20 and 30, but they aren't growing their revenues as quickly as DLT is, and don't have proprietary products of their own (caveat--I don't follow them much, so someone correct me there if I am wrong).>> Until very recently , STK has about 5 years of continuous disappointment behind them. In Exabyte's early days, they had high multiples when things were going well but never came anywhere close to DLT's success. You have to look long and hard to find another company as successful, since as Quantum has pointed out, even Cisco did not reach a billion in revenues as fast. We are being deprived the rewards of what is one of the most remarkable successes in the entire market. Everybody who has sold Quantum sock in the past year has been deprived those rewards and even the loyal may never get their due unless QNTM management decide it is unconscionable to have the stock trading at such a pathetic valuation.