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Technology Stocks : Disk Drive Sector Discussion Forum -- Ignore unavailable to you. Want to Upgrade?

To: Z Analyzer who wrote (8785)	9/30/2000 12:13:40 AM
From: Stitch	Respond to of 9256

Z, <<Stitch, Would love to hear any of the inside scoop on SEG like why no one else has (or was able) to bid for them, what's holding up the deal and whether there's any chance of the deal falling apart at this point.>> Me too. On the surface it is a mugging. But I sense there is more to this iceberg then is above the water line. I just don't have a clue what it is. Much conjecture about the fate of the company after the take down. HDD can justify the merger easily IMO. I think the execution and factory capabilities at Maxtor are best of class. JMO. But there is, of course, the execution on the SAN side which is enormously attractive IMO. P.S. there is a report that the suitor is HP. And we shouldn't forget that IBM is supposedly reviewing their position in the DD space. Imagine that. Best, Stitch