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Technology Stocks : Seagate Technology - Fundamentals
STX 237.60-1.2%Nov 21 3:59 PM EST

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To: TEMFASSBAL who wrote (558)3/1/1999 12:49:00 PM
From: William Epstein  Read Replies (1) of 1989
 
TEMFASSBAL;

Yes and I think, that with its money and its technology in the pipeline the gap between SEG and its competitors will widen. It will become more dominant and more profitable than its competitors as it margins grow. I think this will become apparent by next year. I also think that is why SEG has made no moves to buy up competitors. It doesn't need to. Eventually, I guess there may be 2 domestic players, probably SEG and IBM and some foreign companies. The others will be forced out or bought out.
PHOTOMAN
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