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Technology Stocks : Seagate Technology

STX 288.00

-2.0%

Nov 11 4:00 PM EST

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To: Stitch who wrote (6077)	10/26/1998 10:55:00 AM
From: manohar kanuri	Read Replies (1) of 7841

Stitch: >>On value forward, I am looking for 33 before end of Q1,99. Any thoughts? I think there's a better than decent possibility. However, how it gets there is more important to me. If Seagate moves in tandem with the market - I would be less inclined to load up on Seagate. If it gets there by an expanding premium relative to other DD makers and the naz in general, outperforming in ratios (as well as price action), that would be something else. Given my bias that Seagate is looking into the commodity abyss (more so than before), ratios pulling ahead would be my signal that Luzco has a convincing answer to the commodity conundrum. If the low end business accounts for a consistently growing percentage of revenue or not. I think the first tentative answer might come with how convincingly it goes above the 28-30 range and stays there. On a fundamental basis I, for one, would not buy above that level unless I had a clear answer. mano

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