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Technology Stocks : Seagate Technology - Fundamentals
STX 285.23+0.9%Dec 24 12:59 PM EST

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To: Stitch who wrote (1802)4/29/2000 1:54:00 AM
From: Struggling Investor  Read Replies (1) of 1989
 
Hi, Kevin, Gus, and Stitch - thanks for your replies.
IBM certainly does look relatively inexpensive here. As you said, Gus, I'm sure it's just a matter of time before they start firing on all cylinders. Thx for your comments about the dd biz - I've got to really study them ( I hate being such a tech moron. Please excuse.)
Kevin, DIS really has come alive. Like a perfect idiot, I sold part of my position pre "Millionaire." AARRRGGGHHH. Even if the show is a flash in the pan, I've read that a conservative estimate of the break-up value of their assets is over $85. Merrill upgraded them today (I believe) with a $50 12-18 mo. target (and where might that analyst have been when the stock was $27?)
Stitch, are you concerned that "the new" SEG may fire up the old price wars again? That's really my only worry about MXTR.
Didn't stay away long, did I? The internet is just too addictive, so I'm really trying to pace myself! <g>
Have a great weekend.
trish
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