Seagate Technology - Fundamentals Message Board

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Technology Stocks : Seagate Technology - Fundamentals

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3:59 PM EST

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To: Yogi - Paul who wrote (1367)	3/3/2000 3:11:00 PM
From: Robert Douglas	Read Replies (2) of 1989

All, Using earlier share counts, SEG's portfolio has passed the $20 billion mark. How do we unlock this value? Wait for disk drive stocks to start making money would be a good beginning. Spinning these stocks off as a fund would only accomplish isolating the drive business. Are we sure we want that?

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