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Technology Stocks : Seagate Technology
STX 253.38+6.7%Nov 24 4:00 PM EST
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To: Sam who wrote (5655)9/12/1998 9:12:00 AM
From: CPAMarty  Read Replies (2) of 7841
 
from the 9/14/98 edition of Barrons Mutual Choice section (page 52 of print version)

Ross Margolies is portfolio manager of the 200 million Salomon Brothers Capital Fund.
Margolies' real tech pet is Seagate Technology, which he bought last week at 18. He says the disc-drive maker's cash and software business is worth $10-$12 a share alone. It's his second-biggest tech holding, at 2.7% of assets.
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