Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: JoeBiker who wrote (3945)	10/28/1997 12:29:00 AM
From: Gus	Read Replies (1) \| Respond to of 7841

I hear you. I apologize for the edge in my previous posts to you, Joe. I believe you came in at a time when some of us were trying to keep James from continually pissing on the pool of data we were trying to build here with his shrill tirade against 'good ole Al.' Making that point once, twice or thrice may be good enough. More than that, then this guy probably has a bladder problem. See, my thinking is, and I think it is shared by some others, is that wherever one is invested in the disk drive supply chain, one has to pay close attention to what the big guy is doing simply because it is the largest manufacturer of disk drives, heads and platters. Please feel free to chime in more often. Regards, Gus

To: JoeBiker who wrote (3945)	10/28/1997 9:03:00 AM
From: Larry Brew	Read Replies (1) \| Respond to of 7841

Joe, << pessimistic of SEG's lagging behind the density curve >> Clearly you have an insight to SEG's current position in the market- place. When I saw a capital reinvestment of 1 billion in 1996, I took this as a corporate move to plunge ahead with technology. Do you have any insight to where this investment is going? I worry you believe SEG's management is not capable to invest it in the proper direction. Technical skills needed to move foward are easily bought, so a negative return on this investment lies in the hands of management. I find management a very difficult area to evaluate. T2k