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

To: Sam who wrote (8820)5/11/1999 10:29:00 AM
From: Frodo Baxter  Read Replies (1) | Respond to of 9124
 
When I say overpay, I mean in terms of financial ratios. It's more than a reasonable price for the first mover advantage, IMHO.

>Have to hear whether there is a cap on the price QNTM will pay or not.

Cap is 14-20 QNTM. So upside is 9.78. I would buy in the low 7s.



To: Sam who wrote (8820)5/12/1999 1:55:00 PM
From: Will Cunningham  Read Replies (1) | Respond to of 9124
 
I am starting to think that the Meridian deal will close by July. My theory is that management will want to push the deal through and take care of the stock conversions before the final decision on the tracking stock is made (which could be end of June/early July). That makes taking in MDCD a bit more appealing for the short term as well--IMO.


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