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Technology Stocks : Seagate Technology

STX 275.39

-1.7%

Dec 31 4:00 PM EST

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To: JoeBiker who wrote (3945)	10/28/1997 9:03:00 AM
From: Larry Brew	Read Replies (1) of 7841

Joe, << pessimistic of SEG's lagging behind the density curve >> Clearly you have an insight to SEG's current position in the market- place. When I saw a capital reinvestment of 1 billion in 1996, I took this as a corporate move to plunge ahead with technology. Do you have any insight to where this investment is going? I worry you believe SEG's management is not capable to invest it in the proper direction. Technical skills needed to move foward are easily bought, so a negative return on this investment lies in the hands of management. I find management a very difficult area to evaluate. T2k

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