Seagate Technology - Fundamentals Message Board

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Technology Stocks : Seagate Technology - Fundamentals

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Dec 19 9:30 AM EST

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To: Sam who wrote (1222)	11/30/1999 2:20:00 PM
From: Kevin Linder	Read Replies (1) of 1989

Sam - I think Luzco ruled out a purchase/acquisition of WDC. MXTR and HDD could be bought our for their mid range desktop "technology" or in the case of HDD they would also be acquiring DLT/SDLT. That would mean a throwaway of LTO, but I am getting real pessimistic about that as time goes on. His discussion also might leave a opening for Fujitsu because of notebook hard drives. Overall I think he really might have been leaving an acquisition strategy on the table for one of the independent component makers - RDRT; KMAG; Applied Magnetics. I would be interested in hearing from the more knowledgeable people on this thread about what might fit and the strong/weak candidates. Kevin Linder

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