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

To: mozek who wrote (5779)	11/28/1997 10:39:00 AM
From: Z Analyzer	Read Replies (3) \| Respond to of 9124

For all those who feel Quantum should not do something with DLT to unlock shareholder value, I'd like to see some discussion of the following issues: 1)For those opposed to spinning off all of DLT, what is wrong with "rights" or shares equal to 10% of DLT trading publicly and 90% remaining owned by Quantum (incidentally if you receive one share of DLT rights for each ten shares of Quantum owned and don't sell your right, you still own exactly what you own now but will likely be a whole lot wealthier. And Quantum's more diversified status as a storage company remains intact. 2)I'd like to see some discussion of whether you feel it is healthy for a company to have a stock valued at under half its value and so sickenly volitile and irrational that most of the investing universe wouldn't touch it unless you put a gun to their head. What happens when Quantum needs to issue more shares (again) to fund its growth or perhaps acquitre Terasor or another company? Is it healthy to have your stock as a currency so weak that you have to pay twice as many shares to get anything. I challenge anyone to show me a healthy, growing , well respected company and management that has a perpetually undervalued stock. 3)What makes you believe that Quantum will be fairly valued when you decide to sell? Millions of shares are sold everyday and everyone who has sold has been hurt badly by the undervalued stock. Who can have confidence that mangement will suddenly wake up one day and decide to become more shareholder oriented? Share buybacks, many spin-offs, and classes of stock such as GM-H and GM-E, are done when managements recognise that the markets are not efficiently valuing their stock. Corporate takeovers and split ups are done when somebody else recognises that the market is not valuing a company efficiently.