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

To: David Jones who wrote (6082)10/26/1998 6:21:00 PM
From: William Epstein  Read Replies (1) | Respond to of 7841
 
David Jones;

I agree. I'm in for the long haul too. Of the 3 things you mentioned as necessary, deep pockets industry dominance, and good management. I still have my questions reserved about management but then they haven't been in long enough to prove anything one way or another to me. In the long run the fundamentals will show themselves and the specialist will go along. Let's see what kind of ride he takes us on. When I got into this I was in for a short trade now, 2 years later, I'm still here. I'll be here for years to come.
PHOTOMAN/William Epstein



To: David Jones who wrote (6082)10/27/1998 1:05:00 AM
From: Stitch  Respond to of 7841
 
David,

<<You wait two years from now 23 is going to look like a no brainier. There putting drives in tv tuners [non computer platforms] and bigger faster drives in there established customer base, with a strong move into software. There's not a whole lot more they can do but watch the pennies.>>

IMHO there is a good deal of sense in your post.

best,
Stitch


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