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Technology Stocks : Seagate Technology
STX 326.23+1.8%Jan 16 4:00 PM EST
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To: Gus who wrote (5303)7/24/1998 11:13:00 AM
From: still learning  Read Replies (2) of 7841
 
Aren't you the same guy that was calling for Shugart's head?

FWIW I think QNTM has held up better than SEG *because* they weren't vertically integrated (and of course because of DLT) But it begs the question, are you free to take a better view of technologies (as QNTM did in buying and nurturing DLT from DEC) when you've decided to get out of the mfg game?
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