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

To: David Jones who wrote (5092)6/9/1998 3:39:00 PM
From: Tom Simpson  Read Replies (1) | Respond to of 7841
 
>But as I understand it software is 5% of margins.
I think you will find that it is 5% of sales, not margins. Also that software margins are a lot fatter than the margins on hardware which makes up the other 95% of revenue. Consequently, doubling software as a percentage of sales also improves total margin percentage. The real problem is that even 25% software buried in a hardware company is not enough to make the market value the enterprise using software multiples.

Best Regards.....Tom



To: David Jones who wrote (5092)6/9/1998 4:35:00 PM
From: RLM  Read Replies (1) | Respond to of 7841
 
Seagate does have rising lows. The MR technology will have to bring the disk drive stocks out of the dumper.


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