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Technology Stocks
Seagate Technology - Fundamentals
An SI Board Since November 1998
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Emcee:  Stitch Type:  Unmoderated
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1664 Z, You missed one key point. Of course there was no way that VRTS would have Gus-4/4/2000
1663 <<So what is Veritas worth?>> I believe this is similar to the situZ Analyzer-4/4/2000
1662 This type of positioning could explain why 'short VRTS' is becoming oneGus-4/4/2000
1661 When VRTS touched $100 this morning I was even on the small short position I toRobert Douglas-4/4/2000
1660 <<If I was to structure the deal, VRTS buys SEG and then spins off the VRZ Analyzer-4/4/2000
1659 I am still wondering why the routine sum-of-the-parts analysis of this company Gus-4/4/2000
1658 Thread, A trader friend sent me some comments on this deal that I thought I wouSam-4/3/2000
1657 Also, I suspect there were some heavily margined VRTS owners (with "were&qStruggling Investor-4/3/2000
1656 Good point, Robert. Now look at the fine mess they find themselves in. SEG caGus-4/3/2000
1655 <i>It's becoming harder to see how VRTS can come out of this deal unsRobert Douglas-4/3/2000
1654 The fascinating to watch now is how they will try even harder to sweeten the deGus-4/3/2000
1653 Robert - Sorry to see you leave. I purchased some call options today. My broMark Madden-4/3/2000
1652 Z, I am now, like you, an interested bystander. I sold the rest of my SEG thiRobert Douglas-4/3/2000
1651 Shreholder's portion of the pie versus management's getting smaller eveZ Analyzer-4/3/2000
1650 <<McNamee has stated that Silver Lake has been working this deal for two Z Analyzer-4/3/2000
1649 <i>I'll probably have to take a Zantac</i>. . . Make that a XanStarlight-4/3/2000
1648 Gus, excellent viewpoints. advaloremKevRupert-4/3/2000
1647 Luczo is a classic shyster.. unfortunately a very clever shyster. Besides beingEd Gein-4/3/2000
1646 thx, Gus, for a fantastic post.Struggling Investor-4/3/2000
1645 Some other points to consider: 1) Was SEG concerned that the size of its inveGus-4/3/2000
1644 just read that DLJ (who loves this deal for VRTS, naturally) raised the VRTS 12Struggling Investor-4/2/2000
1643 I agree completely with your comments, struggling investor. I think in an idealKevRupert-4/2/2000
1642 just mvho, but I don't think this deal has an ice cube's chance in you-Struggling Investor-4/2/2000
1641 At the end of the day, my thought is "I don't trust Seagate managementKevRupert-4/2/2000
1640 Mike - Thank you for commentary you are providing on this thread. You bring oMark Madden-4/2/2000
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