Seagate Technology - Fundamentals Message Board

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Technology Stocks : Seagate Technology - Fundamentals

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11:52 AM EST

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To: Mark Oliver who wrote (984)	7/10/1999 1:19:00 PM
From: Kevin Linder	Read Replies (2) of 1989

Mark - great point and I would only like to add one thing - SEG has shown a very good ability to find alternative investments. VRTS, DRGN and Sandisk are all great long term potential companies. My thought is why shouldn't SEG be expanding investments in those companies (or others with similar potential) rather than buying back shares in a company where the overall market revenues are shrinking? Do not get me wrong. I think SEG management is doing many things right - I just think that expanding their investment portfolio here might make more sense.... Kevin Linder

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