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

To: Yogi - Paul who wrote (1371)	3/4/2000 5:20:00 AM
From: Z Analyzer	Respond to of 1989

<<Actually, closer to 275% revenue growth in 1999 accelerating from a 5 yr historical growth rate of 110% (we won't discuss actual earnings per share <g>). >> I was using the growth figure from Veritas management included in a post several previous. Let's not forget that the added revenue growth in 1999 came partly from the SEG software acquistion and cost the a cool $20 bil (at today's prices for a little revenue growth). When the world looks at revenue per share versus revenue growth, we'll start to get a more realistic picture. When we incorporate the dilution of paying wages through stock options, it will become clearer still. Its amazing to look at Cisco's earnings growth per share and find its been running in the low twenty percent range on this basis. (Not to mention long amortization periods for very expensive acquisitions that probably have very limited technical lives. One can legitamately ask whether Cisco has any positive earnings.) Doesn't anyone wonder how you can be profitable and make all your employees multimillionaires? Warren Buffet basically does and I know of no conceivable counterargument to his three questions. -Z