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

To: Stitch who wrote (1802)	4/29/2000 1:54:00 AM
From: Struggling Investor	Read Replies (1) \| Respond to of 1989

Hi, Kevin, Gus, and Stitch - thanks for your replies. IBM certainly does look relatively inexpensive here. As you said, Gus, I'm sure it's just a matter of time before they start firing on all cylinders. Thx for your comments about the dd biz - I've got to really study them ( I hate being such a tech moron. Please excuse.) Kevin, DIS really has come alive. Like a perfect idiot, I sold part of my position pre "Millionaire." AARRRGGGHHH. Even if the show is a flash in the pan, I've read that a conservative estimate of the break-up value of their assets is over $85. Merrill upgraded them today (I believe) with a $50 12-18 mo. target (and where might that analyst have been when the stock was $27?) Stitch, are you concerned that "the new" SEG may fire up the old price wars again? That's really my only worry about MXTR. Didn't stay away long, did I? The internet is just too addictive, so I'm really trying to pace myself! <g> Have a great weekend. trish

To: Stitch who wrote (1802)	5/1/2000 3:09:00 AM
From: Gus	Respond to of 1989

Not yet, Stitch, but if MaxAttach (4-drive arrays are currently selling well) keeps on growing, I probably will start to build a position. My thinking is that as they go up the food chain in the 2 to 30 drive array market, they will start running into their biggest drive customers -- raising private labeling opportunities if their solution is good enough -- or they will start to run into the inevitable architectural, scalability and management problems with using a large number of thin servers to address the inexorable growth of storage. IMO, that may compel them to pool resources with struggling public NAS companies like Procom and Auspex or privately-held SAN/NAS companies like the already-profitable TrueSan. As for MTIC, you probably know that EMC -- with a $2.5B R&D budget over the next 2 years -- is using Data General's Clariion to target the middle market which MTIC was supposed to have started to dominate a few years ago. Sales have been flat, though, but WTFDIK about that stock, I sold that one too soon 3x in a 12-month period a few years ago.<g>