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

To: Stitch who wrote (436)	1/9/1999 11:44:00 AM
From: William Epstein	Respond to of 1989

Stitch; Barrons publishes Warberg Dillon Read analyst, Gibbs Moody's comments on Seagate/VRTS deal. He predicts VRTS will earn $1.10 this year and $1.60 next. He also predicts that the VRTS stock will move to $80 or thereabouts. Why doesn't SEG just become a holding company and stop trying to bust ass, making a profit in the DD business? They are certainly doing better with their holdings than they are in their primary business. Based on your comments, it may continue that way for a long time. Their investment banking is certainly, producing higher yields than the DD business. Let the Japanese and Koreans kill themselves. (Am I only kidding?). PHOTOMAN

To: Stitch who wrote (436)	1/10/1999 11:53:00 AM
From: William Epstein	Read Replies (1) \| Respond to of 1989

Stitch; Please correct me if I'm wrong. Most of what Intel ships is for PC usage. Y2K is generally a mainframe problem, in business. PCs have been set up to overcome the problem for years, already. You would have to find something that is more than 10 years old to find a PC with a Y2K problem. I haven't seen any businesses with PCs that are more than 5 years old. That would lead to a very different set of conclusions. Like expanded usage; more participation by the public because the price point is getting affordable, non traditional use of CPUs in appliances, toys, industrial machinery designed with CPUs, like pre press and on press printing equipment (less than 5 yrs.), newer telecommunications equipment, etc. I think, that CPU usage is beginning to rapidly expand into new areas and the gross figures really don't give us enough information anymore. PHOTOMAN