Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Robert Douglas who wrote (1161)	10/29/1999 8:17:00 PM
From: Sam	Read Replies (1) \| Respond to of 1989

So, Robert, Yogi, How do you get past the fact that they still haven't announced a 10 gig product? I know all about their equity holdings, or at least enough about them to know that this would make a great investment fund to hold. But what about their operations, especially on the desktop? They are also trying to mid-range tape drives without apparent success, trying to do mobile drives without apparent success, IBM has gotten a hand on their largest (and possibly most important) customer (EMC) to be a supplier of drives for them. I've got a soft spot for this company and (unhappily) this sector. In the past I've made a lot of money in both. But right now, I'm seriously questioning these investments. Of course, that may be a very strong positive. Buy when you really want to puke your insides out. I want to and I can't buy right now, I'm just keeping my mattress warm.