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


To: Stitch who wrote (7017)1/15/1998 6:31:00 AM
From: Z Analyzer  Read Replies (1) | Respond to of 9124
 
My wish list: The main things I'd like to hear tonight are: 1) that DLT double booking is now behind us and that growth will resume this qtr. Would like to be able to raise my DLT P/E multiple above 20 (which is worht a measly $34 per share of Quantum stock). Quantum is really a case of a nice dog being wagged by a very ugly tail. 2) Next I'd like to hear them say that the obscene $50 mil loss in high end and heads will decline in the March qtr and be mostly gone in June. 3) Also, I'll settle for any positive news on disk inventories and pricing which is really hopin gfor alot. Last, I'd like to hear that the notion that QNTM management forever recognizes the sheer folly and utter, unmitigated failure of the belief that they can "educate" the market into appropriately valuing the combination of DLT and disk. The past four months provide the strongest a most irrefutale evience imaginable that such as policy will never succed and is a disaster from a shareholder perspective. Instead, we need positive action that will take some real action such as getting JUST A FEW shares of DLT into public hands so that the markets can determine its real value. This move alone could double Quantum's price and give them great buying power during these times of weakness. STMD could be bought for a song I imagine.



To: Stitch who wrote (7017)1/15/1998 9:40:00 AM
From: Gottfried  Read Replies (1) | Respond to of 9124
 
Stitch, wow! > But I don't know if the whole market
is like me or not. I would rather let the dust settle first.
<

"If the whole market were like you,
I would lick your hand." Here's a picture of me...
geocities.com

GM's dog.
PS: bite him? Eh?