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Technology Stocks : Seagate Technology
STX 285.41+2.4%Dec 8 4:00 PM EST
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To: Hungry Investor who wrote (5578)9/3/1998 6:07:00 AM
From: Duker   of 7841
 
Sam,

I am with you. At these levels, SEG is really attractive.

One the Software Side. Remember, last quarter, the software business (less than 5% of revenues) contributed 300bpts to the gross margin line (from 15 to 18%). That is a pretty incredible feat. I was a touch concerned about the sequential growth rate, but we will have to see if it was a one-off phenomenon.

--Duker
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