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

To: William Epstein who wrote (726)	3/24/1999 3:53:00 PM
From: Platter	Read Replies (1) \| Respond to of 1989

From Briefing.com...Seagate Technology Inc. (SEG) 27 1/4 -7/8: Salomon Smith Barney reiterates "buy" rating on manufacturer of rigid magnetic disk drives as company well positioned for rebound and on track to meet fiscal Q3 EPS estimate of $0.46 a share.....

To: William Epstein who wrote (726)	3/24/1999 4:10:00 PM
From: Duker	Read Replies (1) \| Respond to of 1989

So, maybe your smarter than the IBM or EMC execs.? Who knows? Do not misinterpret what I am trying to say. I would never claim to be smarter than any executive (except Chuck Haggerty!). I would argue that if either of us sat in a room with the two companies and were walked through their rationales, we would surely come out convinced that this was the right strategic direction. That does not mean that it makes intuitive sense at its most basic level -- at least to me. As far as the P&W,RR, ILFC stuff ... I was only adding that stuff for completeness ... I was not correcting you ... I understood your logic. On a more relevant point: SEG has not been/was not the sole supplier to EMC, were they? --Duker