Seagate Technology - Fundamentals Message Board

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Technology Stocks : Seagate Technology - Fundamentals

STX 275.32

-1.7%

Dec 31 3:59 PM EST

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To: Stitch who wrote (1561)	3/31/2000 1:35:00 AM
From: Gus	Read Replies (1) of 1989

....any thought on this one other then a simple long SEG, short VRTS? Buy LHSP. In Seagate's apparent rush to time this stinko of a deal with the S&P 500 inclusion of VRTS this Friday, they gave away their 38% stake in Dragon Systems. I strongly believe the arb opportunities in SEG/VRTS will be dwarfed by the long-term capital gains of LHSP. A $5.92B cap for a software business with over $400 million in TTM revenues (including Dragon and Dictaphone) is not out of line given its genuine growth prospects globally from PCs to cellphones. Over at the Yahoo disk drive boards, it's all about lubricants, lube jobs and the lack of foreplay by photogenic ducks. We are not alone.<g>

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