Seagate Technology - Fundamentals Message Board

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Technology Stocks : Seagate Technology - Fundamentals

STX 276.69

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Nov 28 9:30 AM EST

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To: Stitch who wrote (131)	11/12/1998 5:34:00 PM
From: manohar kanuri	Read Replies (1) of 1989

<<The VRTS stake is a red-herring - if I want VRTS I will buy VRTS directly and not use it to rationalize holding SEG. >> I can't agree. I think it was a very wise play and a "red-herring" label seems too harsh. I like the market position that results and think if the two companies can operate to apply market leverage together it will pay large. If I may amplify my red-herring comment. I'm not concerned with whether it was the right thing to do or not, or if it could have been done in a better way. What's done is done, and looking at things as they are, I am not allowing myself to be influenced by the VRTS stake because it has no longer has any bearing on the intrinsic worth of Seagate's (refocused) primary business. On the other hand, if Dragon was a ripened tomato that I had to have for my sauce, I might decide to hold Seagate (despite the additional risks that that entails) because there was/is no other way for me to get at Dragon. OT: What's your fave amongst semi-equips? KLIC was/is mine. But lately, because I'm no engineer and know diddley about when ball-bonders will yield cost-efficiently to flip-chippers, I've tempered my KLIC enthusiasm with forays into PRIA. Now, if only I can find a sector that is deeply counter-cyclical to the semi-equips - that would be quite wonderful. mano

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