Seagate Technology - Fundamentals Message Board

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Technology Stocks : Seagate Technology - Fundamentals

STX 346.20

-0.1%

3:59 PM EST

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To: Ausdauer who wrote (1400)	3/12/2000 9:31:00 AM
From: Lynn	Read Replies (2) of 1989

Dear Ausdauer: Please, advance any suggestion to account for the current price surge that is not based on speculators buying SEG due to dream-like rumors involving VRTS! Your comment on SNDK is well taken although I personally do not think one can, at this point, give one stock in SEG's "portfolio" more credit than others. I have not read anyone say this before, but it looks, to me, as if SEG is transforming itself into some hybrid between a pure tech-play mutual fund and CMGI incubator. I'm tongue-in-cheek when I say this, am not trying--or wanting-- to start a rumor, but I'm starting to think maybe SEG should sell it's disk drive business and use the cash to buy shares of some additional companies. Regards, Lynn

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