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

To: Gottfried who wrote (3896)	7/1/1998 2:29:00 PM
From: Tom Simpson	Read Replies (1) \| Respond to of 9256

GM, Thanks, I read that Cramer piece. Is it just me missing some point, or was someone else struck by that comparative analysis between Seagate and Quantum? I just think its kind of odd that Seagate's small but growing software business lets you "with Seagate you can fall back on valuation". Meanwhile Quantum's goodly sized and growing tape business leave you with "you have nothing but drives". As for Gus....informative indeed. Writes well too. Best Regards.....Tom