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


To: Z Analyzer who wrote (5758)11/27/1997 12:13:00 PM
From: Alan Hume  Read Replies (1) | Respond to of 9124
 
Hi Z

" Unfortunately with 75% of revenues from DD and the Quantum DD association in people's minds, it gets lost that 83% of Quantum's theoretical value is DLT. It is futile to hope this will change without positive action"

Your right, but IMHO not completely right.
I think it WILL make a difference when following next Q's results DLT will contribute more than 50% to the bottom line, and then if not this Q , then the next Q.
Right now DD's are out of fashion, not this month's flavour, and as long as a company is tarred with this brush, you can do all the right things, make the right noises, meet results, but STILL get trashed because you showed your face.
Being in the DD bucket means that everytime someone in the sector says something negative, those computer driven trading programs spew out the sell orders.
Somewhere, at some point in time, when DLT contributes DD earnings plus X, QNTM will loose the dog collar. Until then whenever SEG craps we will get tears in our eyes.

Regards
Alan