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

To: Yogi - Paul who wrote (3)11/7/1998 11:19:00 PM
From: Stitch  Read Replies (1) | Respond to of 1989
 
Yogi,

I think the relationship with EMC is critical to SEG and believe it is healthy. Some time back I openly wondered if Al's departure would affect the relationship as he and Dick Egan are very close. I had the distinct pleasure of chatting in a small group with those two old warriors. They are a pair to draw to IMO.

Seagate's early commit to Fibre Channel and IBM's daliance with SSA may give Seagate and advantage here though I admit that is speculative. I do think that EMC recognizes that IBM is a major competitor and hope that weighs in favor of Seagate. I am more concerned about Fujitsu sneaking in frankly. In adition QNTM made an early commit to FC as well.

Lets face it, Cheetah, at the moment, is a shining star in a dark and stormy night at sea(gate). Sorry. <G>

Best,
Stitch



To: Yogi - Paul who wrote (3)11/8/1998 1:16:00 AM
From: CPAMarty  Read Replies (1) | Respond to of 1989
 
Fundamentals, be careful what you wish for, it might not come true
from Barrons 11/9/98 edition on page 9 of the paper edition
In a Barron's article a year ago, the most attractive firms based on P/E-to-growth discipline included: Seagate Technology, Western Digital, Corporate Express, Iomega, MedPartners and Diamond Offshore Drilling. All of them have since fallen substantially.


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