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

To: accountclosed who wrote (13)	11/8/1998 6:51:00 AM
From: Pierre-X	Read Replies (1) \| Respond to of 1989

Re: SEG Diversity Diverse companies tend to be unfocused companies. A bit of the committee syndrome. Examples: IBM, AMD, LU, HWP. Jack of all trades, master of none. Well one could argue HWP is master of printers, LU is master of circuit switches, etc. but each has substantial business lines which are not convincingly inter-synergistic. If HWP stuck to printers, I might invest. If IBM SSD un-glommed from the main mass, I might invest. If AMD nixed memories and ASICs, I might invest. Diversity isn't necessarily or unilaterally bad; a company which is a collection of focused subsidiaries can do well. But I believe a focused company with one unambiguously principal business line is generally a more agile and puissant competitor. Intel, Microsoft, Cisco. Autodesk. Coca Cola. Of course, being focused isn't a magic talisman against evil. Applied Magnetics is/was plenty focused. Focusing on the wrong thing will just get you dead in a jiffy. Dragon is focusing on the RIGHT thing. (Everyone knows I'm an SR rah-rah. <g>) If Dragon was indie, I would DEFINITELY invest. Frustrating. --- I agree, the HDD threads somehow are home to the best brains on SI. --- (OT -- I heard somewhere that "jiffy" was officially 1/16th of a second. Anybody ever hear anything like that?)

To: accountclosed who wrote (13)	11/8/1998 10:43:00 AM
From: Stitch	Read Replies (1) \| Respond to of 1989

Antoine; <<However...It isn't clear to me that Luczo would view this as a DD company. You are looking at a 7 Billion market cap.>> I hope he does. If not he better look at his own revenue figures. With $1.4 B in disk drive business last qtr versus $75M in software, well, a rose is a rose as Gertrude said. Or was it Pepe LaPhew? By the way, a quick look at the links that follow and you will see that SEG is also in the tape biz. seagate.com seagate.com seagate.com But of course, this is not the point of your post but rather that one of SEG's lesser businesses captures better valuations in the market then does the disk drive biz. A nice card to play when the DD sector is roiling IMO. Best, Stitch