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

To: Yogi - Paul who wrote (802)	4/13/1999 5:21:00 PM
From: Duker	Respond to of 1989

Good call so far. NO MORE HIGH-END V. DESKTOP BREAKOUT AFTER 4Q ... just knew it could not last. Turns look good. Cash generation is pretty impressive. --Duker

To: Yogi - Paul who wrote (802)	4/13/1999 5:23:00 PM
From: Duker	Respond to of 1989

OCF through 9 months $1bn ... Bought back 10% of the shares last quarter!!! --Duker

To: Yogi - Paul who wrote (802)	4/13/1999 5:24:00 PM
From: Stitch	Read Replies (3) \| Respond to of 1989

Yogi, <<I'll sell what little I have and exit the dd sector awaiting more interesting times>> I may be a glutton for punishment but I think we have buying opportunities in Seagate, Quantum, and Hutch. Some uncertainty with Y2K on the horizon but these look very good now. Seagate did not show the strength in revenue I expected (based on high end progress). I am eager to hear a summary of the CC if anyone has the chance. Best, Stitch (trippingly around Tokyo