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

To: Struggling Investor who wrote (1794)	4/25/2000 4:35:00 AM
From: Gus	Read Replies (1) \| Respond to of 1989

LOL Trish. I think the market is being revalued right now so SEG/VRTS is really a non-issue for me, but you did bring up an interesting point about IBM. I am also befuddled as to how Y2K could have had such a big effect on IBM and not on several other firms IBM continues to be an enigma. With TTM sales of close to $90 billion, IBM has more sales than Intel, Microsoft, EMC, Sun and Oracle COMBINED so it was exposed to Y2K more than anybody else in technology. That is not meant to be an excuse because execution has been quite uneven during the last 3-4 quarters. Many people believe IBM is a second half story. What kind of market fundamentals do you think we will have when IBM starts firing on all cylinders and join GE, Cisco, Intel and Microsoft up there on top of the heap? Gus P.S. Tomorrow's EMC announcement should be verrrry interesting because of how EMC usually provides a highly measured look at what's happening across Corporate America.