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Technology Stocks : Seagate Technology
STX 346.53+0.7%Jan 22 4:00 PM EST
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To: Frodo Baxter who wrote (5364)8/3/1998 10:00:00 AM
From: Stitch  Read Replies (1) of 7841
 
Lawrence;

I don't know much about Micrion but I might buy a D-Ram company if I thought the time was right. And you're right...I don't.

<<The only important benchmark should be that return on invested capital be higher than the cost of capital. For the data storage industry, this just ain't so.>>

On the other hand, as an investor what I want to look for is appreciation in stock value. Seagate has done that several times over and will likely again. You said it yourself. Timing is everything.

<<OTOH, SEG still is the most bloated employee-wise, hasn't managed to grow the top line, >>

If you are comparing direct head count then better to add in employees of the suppliers to the others as well. Then take into account that Seagate still has 22% of unit market share (according to IDC) and that is about equal to Maxtor and IBM combined. I doubt if on a true comparison Seagate has more employees then other drive makers if normalized by output. As to the top line I presume you mean over the last several quarters...so...who has? Do you think they never will?

<<Pull up the longest chart of SEG you can find. If you timing is impeccable, you may take home a huge winner...>>

Exactly. <g>

best,
Stitch

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