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

To: Lynn who wrote (1401)	3/12/2000 9:42:00 AM
From: Ausdauer	Respond to of 1989

Lynn, It has always been the case that Veritas is mentioned as the darling stock with reference to Seagate holdings while SanDisk, Gadzoox (not the clothier!), Dragon Systems and the other holdings are just footnotes or afterthoughts. All IMHO. Ausdauer

To: Lynn who wrote (1401)	3/12/2000 11:29:00 AM
From: MikeM54321	Respond to of 1989

"but I'm starting to think maybe SEG should sell it's disk drive business and use the cash to buy shares of some additional companies." Lynn- Funny you should mention this. Though not exactly, but very similar to what MRVC did. They actually shut down the only division that made money for them for years and years. Just closed it down and focused on the incubators. Didn't even bother trying to sell it because the valuation of their incubator investments overwhelmed the core business. Here's a chart: siliconinvestor.com Wall Street, and myself, started putting the pieces together of what they were doing about January. What a crazy time to be a tech investor. -MikeM(From Florida)