Seagate Technology - Fundamentals Message Board

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Technology Stocks : Seagate Technology - Fundamentals

STX 311.27

+2.4%

11:49 AM EST

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To: Robert Douglas who wrote (1368)	3/4/2000 2:02:00 AM
From: Stitch	Read Replies (5) of 1989

Robert; <<Spinning these stocks off as a fund would only accomplish isolating the drive business. Are we sure we want that?>> I don't. And Paul is right, its odd to be talking about unlocking the value considering the rise in SEG's stock price. In fact, Z calls it a "lockstep" with Veritas (though I wouldn't because if it were we would have blown past my exit point some time ago.) The thing that I keep racking my brain about is the base DD business. Are we on the cusp of an incredible renaissance in storage where margins come creeping back? I see the announcement from Sony regarding a 25 GB DD in their playstation and I salivate. But is there any reason to believe that there will be better margins available in markets like this? I really wonder. Seagate's rise is counter sector. No doubt Z is right and there is some wind beneath their wings instead of plain old wing flapping power. How long will the wind blow? Anybody concerned about a Summer correction? I am leaning to pulling the sell trigger. I think we can get back on this bus at a later date if we desire. Will be curious to know what you decide. Best, Stitch

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