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

To: Sam who wrote (1162)	10/29/1999 10:51:00 PM
From: Yogi - Paul	Read Replies (1) \| Respond to of 1989

Sam, <<How do you get past the fact that they still haven't announced a 10 gig product?>>... and all the other legitimate concerns you cite. I can't (which is why the market had to, basically, give me the core business) but I also can't get past Z and others arguments for an expansion in the disk drive market due to pvrs, set-tops, digital entertainment content. In all honesty, I just took a shotgun to the dd sector and now own seg, mxtr, to go with the hdd I already hold. I'll be standing over all of them with an axe at the ready. Paul