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Technology Stocks : Seagate Technology

STX 279.35

+0.3%

Nov 7 4:00 PM EST

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To: Mark Madden who wrote (7389)	3/7/2000 2:09:00 AM
From: SidStock	Read Replies (1) of 7841

yes SEG holdings are just producing amazing returns... even on a down day in the market today, we still made 170M in sandisk to go with the 1.7B in VRTS. SEG is holding over $20B in VRTS and $1.2B in SNDK, and at last count $1.5B in cash. Not bad for a supposedly $12B SEG market cap. Actually i think they are retiring shares thru repurchases and the market cap is more closer to only $10B based on the float of 181M shares. I feel SEG is easily worth over $100/share. Sid

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