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


To: Kevin Linder who wrote (5277)7/20/1998 12:46:00 PM
From: Robert Douglas  Read Replies (1) | Respond to of 7841
 
Additionally, Seagate Software files a 10-Q with the SEC. You can get all the information at:

sec.gov



To: Kevin Linder who wrote (5277)7/20/1998 8:14:00 PM
From: csm  Respond to of 7841
 
Thanks for the info. Comparing SEG to QNTM, I don't know that there is that much room for appreciation due to multiple expansion for the software business. The price to sales ratio for SEG is around 0.9 (consistent with last Q) and QNTM is about 0.5 (maybe 0.6 on the last Q, annualized). So, it would appear that SEG is already trading at about 50% higher than a comparable storage company.

Just my first take on this.

Stuart.