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

To: Gottfried who wrote (1070)	7/30/1999 1:38:00 AM
From: DavidLG	Respond to of 1989

I doubt if the DD business will fold completely, although some firms may and some some management teams should. It seems like SEG has every opportunity to gain 10-20% over the next few months.

To: Gottfried who wrote (1070)	7/30/1999 12:32:00 PM
From: Kevin Linder	Respond to of 1989

Gottfried - I often feel the same way myself (many times its about my own personal love life though...)about the HDD industry. I remember when Larry Ellison of Oracle was pushing the Network Appliances vs. the Personal Computer. What has evolved has been a cheap PC and the Network Appliance is pretty much dead. I think that a good company adapts and grows with technology. IBM was pretty much brain dead for a long time and Louis Gerstner reinvented (and reinvigorated)the company. I think I will hold onto some of my stocks here for a while and see what happens... Kevin Linder