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

To: Yogi - Paul who wrote (5449)	8/12/1998 8:43:00 AM
From: Gus	Read Replies (2) \| Respond to of 7841

Yogi, thread: This article is a great snapshot of the emerging storage networking market. It also describes the competitive positioning taking place between the leading enterprise storage management vendors including Seagate Software. Serious About Storage informationweek.com ....The storage-centric infrastructures IS executives are beginning to build will eventually be based on modular-and typically diverse-storage systems that can incrementally scale up to higher capacities, thus making it easier for users to customize the hardware for applications. The infrastructures also require speeds of 100 Mbytes per second for transporting data between such pools of storage subsystems and servers in storage area networks. Fibre Channel is the high-bandwidth, interconnect technology that offers those speeds over long-distances, while SANs are storage architectures that have servers and subsystems dispersed across a network instead of residing within a data center. Also necessary is software that manages data interaction over long distances.... SEG Software is currently the cash flow negative and unprofitable (not unusual characteristics for a software company at the frontend of its product cycle) 5% of SEG's revenue base that could conceivably account for anywhere from 20 to 50+% of SEG's current market cap. Short term, SEG Software is SEG's best chance to break out of the current trading range into a higher one, and a higher trading range really is the best that a SEG shareholder can expect given the kind of disk drive industry bloodshed that lies ahead. Gus