Seagate Technology - Fundamentals Message Board

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Technology Stocks : Seagate Technology - Fundamentals

STX 257.99

-1.7%

Nov 14 9:30 AM EST

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To: Sam who wrote (886)	6/7/1999 3:58:00 PM
From: Ausdauer	Read Replies (2) of 1989

Sam, I have read your posts on the Veritas deal and wondered if anybody has sat down to calculate the "cash equivalent/marketable securities" value for SEG. Perhaps last summer would have been a more opportune time to do a fundamental value assessment. (Because it was a clear value play at the time.) I read recently that Dragon Systems is ready for an IPO. I find the potential for voice recognition software (of this particular variety) to be immense even though there are other alternatives out there. As you are aware, SEG has a substantial holding in SanDisk. I have a long position in SNDK so it would be nice to know if the thread has any idea what might be up between these two companies. I noticed recently if you do a tech search for "SanDisk" on most of the CMPnet sites you end up with a Seagate banner. Just a coincidence? techweb.com If anybody has done any research into SEG holdings and has a rough figure with up-to-date share prices, please post it. Ausdauer

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