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Technology Stocks : Seagate Technology - Fundamentals -- Ignore unavailable to you. Want to Upgrade?


To: Robert Douglas who wrote (1022)7/16/1999 4:44:00 PM
From: Robert Douglas  Read Replies (3) | Respond to of 1989
 
Since we have been talking all day long about the value of SEG's investments, I have an idea.

Seagate should wait until Dragon is public and then take IMG public as well. IMG, with software revenues running $43 million last quarter might easily be valued between one-half and one billion dollars. After these IPOs they should form a holding company with these 5 assets (Veritas, SanDisk, Gadzoox, Dragon and IMG) and spin it off to existing shareholders.

-Robert