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Technology Stocks : Seagate Technology
STX 237.49-1.3%Nov 21 4:00 PM EST

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To: DJBEINO who wrote (4916)4/21/1998 12:23:00 AM
From: Gus  Read Replies (1) of 7841
 
Thanks, DJ. From the same article...

...Luczo's goal is for sales of the software division to be $1 billion within the next few years. In the meantime, he reckons, a public offering of a minority stake would make the division more visible on Wall Street....

The question is: if you accept the premise that SEG Software is going to be a winning investment, do you start buying it now by accumulating SEG with all its disk drive baggage or do you wait for the spinoff to establish a position?
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