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

To: Stitch who wrote (6162)	11/3/1998 5:40:00 AM
From: accountclosed	Respond to of 7841

Stitch. Thanks for your thoughtful response. I want to reiterate how I value your postings generally. Many of the excellent contributors to SI, probably don't realize how many lurkers hang on their every word. I don't generally look at companies from the sum of the parts type approach. But SEG "isn't your father's dd company anymore". It seems to me that Mr. Luczo has done very well in his first move (VRTS) to make the software assets more fully realized in the stock price. Probably he has some of the same questions about the Dragon stake that we as investors are asking. "What is it worth" and "How can I make that valuable visible and reflected in the stock price." Meanwhile, he has the dd operations to strengthen. It seems to me to be a matter of time as he has the strong financial base, the high end, and the emerging and future technologies of fibre channel and optical. Time to market and catching up this product cycle are the issues, here. I can't really add much on an ongoing basis. You technical experts have that well in hand anyway. And I might add, your views are so much more valuable as they are presented/evaluated with sound judgment. Thanks again. I will be watching appreciatively.