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Technology Stocks : Seagate Technology - Fundamentals
STX 276.69+1.6%Nov 28 9:30 AM EST

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To: William Epstein who wrote (730)3/25/1999 8:20:00 PM
From: evan balter  Read Replies (2) of 1989
 
Seagate has not lost a customer. EMC will still be still be buying from Seagate. SEG is neutral while deep down IBM is still Emc's competitor.

What SEG must do is form its own alliance, perhaps with Compaq. Don't forget that SEG is more that disk drives.

Evan
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