Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Disk Drive Sector Discussion Forum -- Ignore unavailable to you. Want to Upgrade?

To: Stitch who wrote (6182)	4/29/1999 10:02:00 AM
From: Robert Douglas	Read Replies (1) \| Respond to of 9256

I propose a debate between Gillian Munson and Lawrence Kam. Referring to Quantum, Lawrence has said: “Repeat after me: Time to market, time to market, time to market.” Munson is quoted in the Quantum report provided by Stitch as saying: “However, the tough industry environment plus the fact that competition is quick on the company's heels is causing the relative benefit of being a time to market leader to be more muted.” I don't know about you, but I would take time from my schedule to watch it. <g> -Robert

To: Stitch who wrote (6182)	4/29/1999 10:57:00 AM
From: Sam	Respond to of 9256

Stitch, Thanks for posting GM's summary of the conference call and her (and your) thoughts on QNTM et al. However, I have to wonder what she is thinking when she says, <<While Quantum looks cheap (particularly if you take higher relative valuations for the DLT tape business), we believe that without earnings increases it will be difficult to drive the stock significantly higher for now. We continue to rate Quantum shares Neutral.>> Presuming that the tracking stock becomes a reality (which seems like a pretty reasonable assumption right now), what does she believe fair values for the DLT and the HD to be? At a price of 20 for the whole thing, 15 and 5? Or perhaps by "for now", she means until the tracking stock becomes a reality 2 oh so long months from now? She might at least have added something about what the valuation should be at that time. s.