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

To: Mark Madden who wrote (1852)	5/26/2000 8:59:00 AM
From: MikeM54321	Read Replies (2) \| Respond to of 1989

Mark and Thread- Just saw CNBC's Maria report on production problems at IBM. Apparently they are having problems with the 10,000 rpm drives. This is what they've been selling to EMC. Therefore EMC is scrambling and trying to use SEG to replace the IBM slack. Maria threw in either her personal opinion or the analyst. I couldn't tell which. But the comment was demand is just too strong to keep up with. Remember, just my interpretation of Maria's comments on her speaking to an analyst this AM. Robert- Maybe this is all related to your news at: Message 13711448 Here's hoping the VRTS deal comes completely unwrapped. I'm still waiting for the proxy so I can vote "NO" to the deal. -MikeM(From Florida)