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

To: Robert Douglas who wrote (9215)	11/15/2005 12:59:23 PM
From: rlev	Respond to of 9256

I trust Seagates management to represent me as a stock holder about as far as I can throw them ... I'm invested in WDC. I like the management and feel they will do well by me. I also think they look at the business in the right light (low cost, quality, commodity product). I also think they have the right level of vertical integration (with thier head business). -- Rich

To: Robert Douglas who wrote (9215)	11/15/2005 1:12:14 PM
From: Mark O. Halverson	Read Replies (2) \| Respond to of 9256

Re Seagate, I also owned it at that time and was forced to sell, same as you. In more recent times I owned WDC and MXO, then one day Merril Lynce said to sell WDC and buy STX. I was still bitter, but thought, OK why not diversify, so I sold some of my WDC and bought STX. Of course, STX promptly nosedived, while WDC did relatively much better. (So much for analyst's advice, especially Merril). Re the old Segate deal, at least we did alright on the Veritas spinoff. Best, Mark I've got a real problem with buying Seagate since I would be buying back the same shares I was forced to sell for a song a few years ago. Back then the management assured me that this was the best deal they could get me for the company.