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Technology Stocks : Seagate Technology

STX 237.49

-1.3%

Nov 21 4:00 PM EST

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To: William Epstein who wrote (6522)	12/28/1998 9:26:00 PM
From: manohar kanuri	Read Replies (1) of 7841

Is it worth a ton? Good question. I'm not sure - in the normal course I would have waited till the next results to see what's what with the low-end business. But, unintended tulips having bloomed and been slowly plucked (if that's what you do with tulips), it's time to start looking around for parking spots. Wrong reason, I know, but I'm guessing with a chunk of VRTS and Dragon floated, SEG will have a sounder balance sheet. A more compelling trading vehicle - bottom won't fall out in a hurry. The real risk will continue to be slow bleeding at the low-end and/or general insipidity in the entire sector. Of course, the big question is why play DRGN via SEG when you can play it directly soon enough. (And satisfy drive urges with EMC?) Of course, if the drive business catches fire this thing will really fly. Dunno.... light-headedness isn't conducive to rational thought. mano

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