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

To: Rational who wrote (6691)12/13/1997 4:19:00 PM
From: Steve Wagner  Read Replies (1) | Respond to of 9124
 
<<I cannot fathom how SEG could be trading at a higher price? QNTM's cash per share is $4.4. QNTM's current assets are less because of MKE and less inventories, etc. The only reason I can find is SEG is trading at its 52-week low;>>

Sankar,

The other reason that comes to mind is that Seagate is viewed as the leader in the industry. Knowing what we do, it would make more sense for qntm to be at the pricing of a pe of 22 instead of seg, IMO.

Steve



To: Rational who wrote (6691)12/13/1997 5:48:00 PM
From: Frodo Baxter  Read Replies (1) | Respond to of 9124
 
>I was comparing SEG with QNTM, financially. I find QNTM is much stronger... I cannot fathom how SEG could be trading at a higher price?

You have been making a lot of mistakes in your assumptions recently, more than I can bother to correct in a short post, but this has to be the most egregious.

In discussing cash for SEG vs QNTM, you neglected to include in SEG's figure, $900 mln in short term investments, which is another $3.70 or so per share.


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