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

To: secrus2 who wrote (6996)3/4/1999 3:30:00 PM
From: William Epstein  Respond to of 7841
 
Valeri Evdokimov;

I don't think the are any effects that I can see, at the moment. The deal is about and exchange of technology for services. Also, I don't think this affects SEG's near term price, at all. However, there may be another opinion.
PHOTOMAN



To: secrus2 who wrote (6996)3/4/1999 3:43:00 PM
From: Duker  Read Replies (1) | Respond to of 7841
 
From the release: "Initially, Dell will have access to IBM's high capacity disk drives, adapter cards, flat panel displays, ..."

I read this as a negative for SEG and COMS ... the degree to which it impacts the former is difficult to know at this time. I have a call in to get SEG's opinion. I will share any meaningful news.

The way I read the agreement, it does not sound great. But, IBM is not going to be a sole supplier in any of these areas.

--Duker


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