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

To: Sam who wrote (5655)	9/12/1998 9:12:00 AM
From: CPAMarty	Read Replies (2) \| Respond to of 7841

from the 9/14/98 edition of Barrons Mutual Choice section (page 52 of print version) Ross Margolies is portfolio manager of the 200 million Salomon Brothers Capital Fund. Margolies' real tech pet is Seagate Technology, which he bought last week at 18. He says the disc-drive maker's cash and software business is worth $10-$12 a share alone. It's his second-biggest tech holding, at 2.7% of assets.

To: Sam who wrote (5655)	9/12/1998 3:18:00 PM
From: William Epstein	Read Replies (1) \| Respond to of 7841

Sam; I checked your referral and then the Q & A with Steve Luczo. I have a Cheetah HD 9.1 gig. and 2 Barracudas and I love them. The Cheetah is hooked up to an accelerator card for throughput. Very fast,very reliable but all are noisy. Bringing new product to market in the minimum time is a big problem for them and he acknowledges it. Let's see if they can improve the situation. That is what professional management is all about. If he does nothing else but improve that situation he is worth whatever they pay him. Reference CEOs; That, well, that's a compensation thing. Often outrageous but corporations usually pay the going rate in the marketplace, whatever it is. That's business. William Epstein