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

To: Sam who wrote (463)	1/13/1999 5:26:00 AM
From: Duker	Respond to of 1989

Sam, Great recap. I think he said externally sourced media was 16% ... by saying that 84% of the media was supplied internally. No big deal. Tried to listen for anything negative ... except for the product positioning in the "low-end of the high-end," which has been around for some time and is being addressed, ... the cheapie 7200RPM SCSI ... I did not see a whole lot to criticize ... I was impressed with the cash flow ... pretty disciplined CapEx even with GMR ... and the bonuses! ... INV x's looked great @ 13.4 x's ... like a different business ... ... My cost is $19.30 ... I can explain a whole bunch of the stock price at those levels with the C&E and the VRTS ... I hold here and look forward to a continued relationship with a business in a very competitive industry, executing infinitely better, with a strong BS, and earnings potential that doesn't make me feel like a momentum freak ... Replay: 1-800-475-6701 (#420450) --Duker