Seagate Technology - Fundamentals Message Board

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Technology Stocks : Seagate Technology - Fundamentals

STX 287.93

-2.1%

Nov 11 3:59 PM EST

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To: accountclosed who wrote (13)	11/8/1998 10:43:00 AM
From: Stitch	Read Replies (1) of 1989

Antoine; <<However...It isn't clear to me that Luczo would view this as a DD company. You are looking at a 7 Billion market cap.>> I hope he does. If not he better look at his own revenue figures. With $1.4 B in disk drive business last qtr versus $75M in software, well, a rose is a rose as Gertrude said. Or was it Pepe LaPhew? By the way, a quick look at the links that follow and you will see that SEG is also in the tape biz. seagate.com seagate.com seagate.com But of course, this is not the point of your post but rather that one of SEG's lesser businesses captures better valuations in the market then does the disk drive biz. A nice card to play when the DD sector is roiling IMO. Best, Stitch

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