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Technology Stocks : PC Sector Round Table -- Ignore unavailable to you. Want to Upgrade?

To: Pierre-X who wrote (84)	3/20/1998 11:06:00 AM
From: Sam	Read Replies (1) \| Respond to of 2025

Pierre, Here is an article that you will be interested in, RE: CeBIT, Intel and the future of the desktop: exchange2000.com As for SEG and Dragon: "Seagate's minority stake in Dragon is not now nor is it likely that it will ever be a significant contributor to their bottom line." I don't know, the way they have been executing in drives, their stakes in independent companies and Seagate Software may the ONLY contributors to their bottom line.<g> Only another $3 or $4 billion to write off, at current valuations. Maybe soon they will morph into Dragon. As for WDC as representative of the HDD industry: Well, despite WDC's obvious gains in the past few years (until last Q), QNTM is still the desktop leader in units sold and, I think, revenue. Perhaps there is other baggage to carry with them, and perhaps I am being unduly optimistic, but they still seem like the horse to ride. While Maxtor has been undoubtedly making gains, I am still suspicious until someone gets a look at their books. But if you want to play them, HMT may be one way to do it, although obviously not a perfect way. Best, Sam