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

To: LK2 who wrote (1465)	3/28/2000 11:57:00 AM
From: Ausdauer	Read Replies (1) \| Respond to of 1989

Larry, Hindsight is the best way to tell what you should have done. I like your theories. Kinda like, "How can you tell if a rhino is charging or just bluffing?" Well, if he stops, it was just a bluff. The reality is that voice recognition is an enabling technology and the realization that the Dragon holdings are only worth $200 million in L&H stock is a letdown. The key to disruptive innovations like this is a proprietary advantage. I guess Dragon just didn't have it. Time will tell if the L&H "investment" will pan out for Seagate. Personally I preferred the mystery of the Dragon holdings to stark reality. Ausdauer