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Technology Stocks
Seagate Technology - Fundamentals
An SI Board Since November 1998
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1989 20 0 STX
Emcee:  Stitch Type:  Unmoderated
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1014 Ausdauer, Gadzooks! I am currently reading the prospectus and am salivating aRobert Douglas-7/16/1999
1013 Sam, Gadzooks, I overlooked Gadzoox. Where is the best source for finding holAusdauer-7/16/1999
1012 Robert, ZOOX is in SANS and in fibre channel. These are two of the hottest areaSam-7/16/1999
1011 Has anyone read the Gadzoox prospectus? edgarscan.pwcglobal.com Excerpt: <Robert Douglas-7/16/1999
1010 Sorry, Aus, don't know how that happened. Here are the notes: Message 10535Sam-7/16/1999
1009 Veritas has good earnings: biz.yahoo.com Stock up $6. Seagate's stake apRobert Douglas-7/16/1999
1008 Sam, With SNDK and Veritas reporting excellent results and "The Dragon&qAusdauer-7/16/1999
1007 Robert, I agree with Neff. Here are my notes on last night's CC: Subject 14Sam-7/16/1999
1006 From Bear Stearns this am. <<Seagate Technology lnc- (SEG - $30) AttractRobert Douglas-7/16/1999
1005 >><i>I find myself canceling replies before I post them</i>&lappro-7/15/1999
1004 OT Thanks Robert. It's been a pretty amazing month for my portfolio. Not onSam-7/15/1999
1003 Sam, Congratulations on your SNDK investment today. Last I checked it was up Robert Douglas-7/15/1999
1002 <Does anyone know whether the Japanese head manufacturers are hurting?> Mark Madden-7/15/1999
1001 Robert, re quiet threads: SI is aging, SI members are maturing and many realizeGottfried-7/15/1999
1000 SNDK up 7 1/2 today, market cap up to about $1.6b, or a PSR of about 8-1 on $20Sam-7/15/1999
999 Apple said that shipments to Japan were up 98% last quarter, Y-Y. That's frSam-7/15/1999
998 Some proof that Japan's computer market is awakening. beta.siliconinvestorRobert Douglas-7/15/1999
997 Does anyone know whether the Japanese head manufacturers are hurting? With the Z Analyzer-7/15/1999
996 <By the way, I'm hearing SEG is the real culprit recently.> SEG hasMark Madden-7/15/1999
995 <<I think a lot of investors have given up on these stocks as well asZ Analyzer-7/15/1999
994 Sam, <<<i>We could speculate to we're blue in the face about tRobert Douglas-7/15/1999
993 <<Could this be the opportunity for a new group of investors to run tZ Analyzer-7/14/1999
992 No, a lot of us still have stock in SEG. Not as much, in my case at least, as ISam-7/14/1999
991 You have to wonder when SEG and the rest of the drive stocks jump like they didKevin Linder-7/14/1999
990 Flash storage manufacturer Sandisk reports .19 diluted, .04 above estimates. StSam-7/14/1999
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