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Technology Stocks : Seagate Technology - Fundamentals
STX 326.23+1.8%Jan 16 9:30 AM EST

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To: Robert Douglas who wrote (1368)3/3/2000 3:29:00 PM
From: Yogi - Paul  Read Replies (1) of 1989
 
Robert,
<<Spinning these stocks off as a fund would only accomplish isolating the drive business. Are we sure we want that?>>
Well, I can't help but loop back to discussions we've had over the years about the next big thing. I really can't find anything beyond GMR. GMR is in the same ballpark as physical limits.
Therefore, storage demand finally begins to catch up with capacity.
A commodity, I know but...

Am I on the wrong track here?--- I've been nuts before and will be again <g> but I actually like the disk drive sector although Maxtor and HDD brought me back to reality so far today.

Paul
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