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

To: Gus who wrote (6086)	10/27/1998 4:35:00 AM
From: Stitch	Read Replies (1) \| Respond to of 7841

Gus, <<Archimedes would be proud of the way SEG has turned less than 3% of its revenues into 28% of its current market cap>> Then Archimedes and I have something in common afterall. By the way..pretty awesome announcements from Fujitsu. Best, Stitch

To: Gus who wrote (6086)	10/27/1998 9:38:00 AM
From: manohar kanuri	Read Replies (1) \| Respond to of 7841

At today's prices 28% of the market value of SEG is accounted for by those 33 million VRTS shares Archimedes would be proud of the way SEG has turned less than 3% of its revenues into 28% of its current market cap. Ok, when Robert first mentioned that it got me thinking, and as usually happens when I think, I managed to confuse myself pretty thoroughly. What happened here? The price of Seagate remained pretty static, so all this jumping around on the parallel bars, moving things around on the balance sheet, leaves us exactly where we were before? Will we now see swings in SEG as they mirror swings in VRTS? We now disaggregate price into DD component at DD multiples, and holdings component marked to market? If VRTS stumbles, will SEG collapse? mano

To: Gus who wrote (6086)	10/30/1998 10:49:00 AM
From: Mark Oliver	Read Replies (2) \| Respond to of 7841

Gus, Have you heard any valuations on Dragon Systems? This seems to be shaping up to be a great investment also, but being a privately held company, it's a little harder to put a value on it. Regards, Mark PS Just bought their Naturally Speaking and it's working pretty well straight out of the box. Still more training to do to teach it my voice, but very promising start. They also have a lot of contact with companies trying to add voice to everyday products like light switches as well as hand held PC's.