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Technology Stocks : Seagate Technology

STX 280.08

-0.4%

Dec 30 4:00 PM EST

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To: KC who wrote (4066)	11/11/1997 2:00:00 PM
From: Larry Brew	Read Replies (2) of 7841

Ken, << SEG analysis by Gus >> Glad to see your positive response to inputs from Gus. A while back Gus outlined SEG's storage strategy that went beyond disk drives. I've remained confident in SEG due to their heavy capital reinvestment in tomorrow's technology. Gus, if you could repost those foward looking indicies, it may be appreciated by many. I, for one, believe p.c. storage is not far from being segregated from dd's. Servers are a different story. Industry (box makers) are probably not far from storage on zip drives and/or cd's. Micron Electronics has taken the 1st step with it's introduction to a zip 'a' drive offering. Opinion? Larry

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