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


To: Gus who wrote (6409)12/11/1998 10:35:00 PM
From: William Epstein  Respond to of 7841
 
A.S.Ong Tin;

Thank you for the information. I am suspicious of the figures put forth in the pro forma too. I have been suspicious of the VRTS valuation since the deal was announced and I don't believe that cash flow alone will keep this incredibly rich valuation from collapsing in the future which will affect SEG's balance sheet valuation. Its a house of cards. I hope to be proven wrong.
PHOTOMAN