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

To: Gus who wrote (5303)	7/24/1998 5:34:00 AM
From: JoAnne Sorlie	Respond to of 7841

One reason I bought SEG was that I was impressed by Shugart's career. I wonder if we'll ever learn why Perlman shoved him out. I've been surprised that this had so little impact on the share price.

To: Gus who wrote (5303)	7/24/1998 11:13:00 AM
From: still learning	Read Replies (2) \| Respond to of 7841

Aren't you the same guy that was calling for Shugart's head? FWIW I think QNTM has held up better than SEG because they weren't vertically integrated (and of course because of DLT) But it begs the question, are you free to take a better view of technologies (as QNTM did in buying and nurturing DLT from DEC) when you've decided to get out of the mfg game?