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Technology Stocks : WDC/Sandisk Corporation -- Ignore unavailable to you. Want to Upgrade?

To: Art Bechhoefer who wrote (8248)	11/27/1999 3:58:00 PM
From: Sam	Respond to of 60323

Art, I don't think it affects Sandisk. He is only shorting Veritas, it is the only one of Seagate's holdings which is large enough to affect Seagate's share price, though since Seagate's stake in Veritas is larger than their market cap, it doesn't seem to be affecting it very much, and Seagate's drive bizz is getting a negative value at today's price. I do think that perhaps this has to do with Seagate selling a million shares though. Perhaps that was the million that was sold on Friday. I know that Seagate said that they were going to get about $68 million for it, so it would make sense that the shares went off for something a little more than $68/share (the investment banks and brokers have to get their cut too for arranging it all). I'm not worried about the price staying in the 60s, it is actually a good thing for awhile. We based a little in the 50s before the secondary, now lets do some work in the 60s, and get ready for the earnings report in January. It should be a very good one, with good backlogs and pricing to report, as well as triple digit revenue gains y-y, I would expect. I would also expect that barring any general market swoons or Y2K problems in Jan/Feb, we will go to new highs then, and split at least 2 for 1. IMHO. Sam

To: Art Bechhoefer who wrote (8248)	11/27/1999 6:36:00 PM
From: limtex	Read Replies (2) \| Respond to of 60323

Art, Aus and thread - 1. Try this link:- photobit.com I got this from:- boards.fool.co.uk This is an Israeli company trading on the London SE. It owns Emblaze a product to facilitate streaming video and audio. I have posted questions about all this on both QCOM threads but so far no-one has picked up my questions to reply. The Israeli companyis called Geo Interactive Media Group Ltd and its stock has taken off vertically over the last couple of weeks or so partly due to the latest deal with Samsung re a mobile phone that has video in it. There is apparently a new compression algorithm called the Strathclyde Transformation that allows GSM handsets to handle data at up to 64kbt/s thereby allowing quite clear video. Orange are apparentloy introducing these phones. Orange you may recall has just been acquired by Mannesman who are the subject of a hostile takeover from VOD. Thats one thing and the other is this Photobit company which is also involved somehow in all this. And wait guess who else they are involved with.....QCOM and ERICY and Benfon ( Finland). The photobit technology is apparently much better than CCDs!!! Ther is something big brewing up with this Geo outfit and phones and video ......and in my guess.....all that means more CF 2. Just bought an HP970 Cse printer. It is absolutely mind blowing. The photo quality is better than the Epson, well at least for the moment. The speed is unbelievable and the color rendition the best I have seen and it does it on plain paper as well. Best regards, L