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

To: Stitch who wrote (732)	3/24/1999 9:22:00 PM
From: Yogi - Paul	Read Replies (2) \| Respond to of 1989

Stitch, Duker, IBM/EMC: Best analysis of IBM/EMC/Dell relationship: news.com Did I mention that I still love IBM and EMC <g>. Yogi

To: Stitch who wrote (732)	3/24/1999 10:47:00 PM
From: William Epstein	Respond to of 1989

Stitch; I was just speculating. Obviously, I have to defer to your industry knowledge on this one. However, no one else was offering any sort of rational earlier today. I was aware of SEG's loss of market share to IBM and Fujitsu if nothing else than because I 'm a computer freak. I use both Barracudas and a Cheetah myself. As for the market and the specialist I'll leave that one open, as I did in an earlier conversation. Although, today may have been different than most days as to the reason for the fast decline. In any case, we'll have to see if earnings are affected. Most of the analysts don't think so but what do they know, right? Reference: Duker #731 also my subscription to Zacks portfolio management. Thanks, for taking the trouble. PHOTOMAN