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

To: scott harrison who wrote (5818)	11/30/1997 7:31:00 PM
From: scott harrison	Read Replies (1) \| Respond to of 9124

sorry about that last chart. I couldn't edit it for some reason, and fixed font didn't work. scott

To: scott harrison who wrote (5818)	12/1/1997 11:23:00 AM
From: Rob S.	Respond to of 9124

It's probably a reflection of the amount of fear in the market place that DD price competition and the Asian crisis will drive down earnings. Quantum has a lower P/E but a higher price to book value and if things were to get realy ugly with earnings, then these companies could get valued on their book values. I think these fears are way overdone and Quantum has swung too far down - it should "correct" toward the mid 30's. I think it will take better sales and earnings figures to move it past the 30s over the next six to 12 months. Who knows, maybe "irrational exhuberance will come back into the stock and it will get bid up to 45. Tkr Description Price High Low P/E P/Bk P/S LTG ROE WDC WESTERN DIG 20.25 55 7 9.8 2.72 0.43 0.50 27.8 SFLX SMARTFLEX 9.75 20 9 23.0 1.30 0.48 1.15 5.6 QNTM QUANTUM 26.75 43 5 8.9 3.20 0.60 0.45 36.0 SEG SEAGATE TEC 22.50 56 18 14.1 1.56 0.63 0.71 11.1 AFLX ADFLEX SOL 18.44 31 7 12.0 3.45 0.79 0.60 28.8 RDRT READ-RITE 19.06 39 10 7.7 1.66 0.80 0.36 21.6 APM APPLIED MAG 16.31 61 8 7.6 1.65 0.82 0.31 21.6 FLEXF FLEXTRONI 41.00 50 16 19.0 6.17 0.91 0.65 32.6 KMAG KOMAG INC 20.31 37 15 16.8 1.56 1.74 0.75 9.3 HMTT HMT TECHNO 12.75 29 10 8.0 3.92 1.94 0.34 49.2 INVX INNOVEX IN 23.06 43 6 8.7 4.53 2.61 0.50 51.8