Seagate Technology - Fundamentals Message Board

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Technology Stocks : Seagate Technology - Fundamentals

STX 237.60

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Nov 21 9:30 AM EST

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To: Duker who wrote (526)	2/18/1999 4:21:00 PM
From: Yogi - Paul	Read Replies (1) of 1989

Duker, <<Jim Porter, president of market research firm Disk/Trend Inc., said IBM has taken "significant market share" from Seagate in the server market simply because it has "executed very well.">> Just a note to ponder, Michael Dell also mentioned IBM's renewed aggressive posture. IBM's relationship with WDC is the only thing keeping me from aggressively shorting WDC and increasing Seagate exposure significantly (although I am buying Seagate and hold a considerable stake in IBM). Could IBM be behind this whole tech hiccup? Unlikely but I wonder because EMC means a great deal to me and it would be a logical target for hyper-aggression from IBM. Sorry to be thinking as I type, Yogi

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