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Technology Stocks : Seagate Technology - Fundamentals
STX 308.25-6.8%Jan 7 3:59 PM EST

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To: Robert Douglas who wrote (1533)3/30/2000 2:07:00 PM
From: Yogi - Paul   of 1989
 
Robert,
Another fascinating day in disk drive land.
Couldn't help but notice the recent investment in Gartner Group by Silver Lake-- Who is the head of research for disk drive sector at Gartner?

Assuming this complex transaction actually is closed, what does this mean for Seagate's competitive position in the sector? Cash depleted?
How does a technology company with no options to award its employees attract and keep skilled management and research talent?

Silver Lake/Gartner-- gartner4.gartnerweb.com

Silver Lake Investment Mission Statement: slpartners.com

Stunned and glad I'm out of it,

Paul


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