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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
Introduction Market Data Compact
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989 Whether this (their investmetn vision)is something brought in from Al Shugart oKevin Linder-7/11/1999
988 Al made the investment in Sandisk, and remains on their BoD, I believe. He alsoSam-7/11/1999
987 I agree. I was talking in general about stock repurchasing. I think SEG has dMark Oliver-7/11/1999
986 <My thought is why shouldn't SEG be expanding investments in those compaMark Madden-7/10/1999
985 Mark - great point and I would only like to add one thing - SEG has shown a verKevin Linder-7/10/1999
984 <Believe it or not, SEG and QNTM are not buying back shares to prop up your Mark Oliver-7/10/1999
983 << SEG and QNTM are holding huge stock buybacks this year - for what Z Analyzer-7/9/1999
982 Sam; Your response was a very good quick look at the industry and very accurateKevin Linder-7/8/1999
981 Mark; The cost basis would be their original basis and any additions to capitaKevin Linder-7/8/1999
980 Duker, I am less of a Tax guy than you but wouldn't SEG's basis be theMark Madden-7/8/1999
979 RD, I stand corrected on the LT Capital Gains treatment for corporations. It Duker-7/8/1999
978 Kevin, Robert, The senior management of these companies already know that priceSam-7/7/1999
977 <i>... that for Seagate to use their VRTS goldmine that they would need iDuker-7/7/1999
976 The analyst was the chief strategic investment officer for Phoenix-Duff&PheKevin Linder-7/7/1999
975 Kevin, <I>I do like what Luzco has done with the VRTS deal, however it sRobert Douglas-7/7/1999
974 Thread, Just two weeks ago I mentioned over on the Disk Drive Sector DiscussioRobert Douglas-7/7/1999
973 Well, Robert I am in the same boat as you and the last two years has to make anKevin Linder-7/7/1999
972 <I>Stock price and value are two different things.</I> Sometimes iRobert Douglas-7/7/1999
971 RE-stock price and value are two different things. There was a post by Sam a shLK2-7/7/1999
970 Stitch and thread, Don't look now but almost 60% of today's SEG share Robert Douglas-7/7/1999
969 Yogi; <i><<More U4s but will that translate to the bottom line forStitch-7/1/1999
968 I think both of you guys are getting off easily - I don't think anyone elseKevin Linder-7/1/1999
967 Stitch, First to 15K wins a cigar! Any other company announces first and Yogi - Paul-6/30/1999
966 Yogi, <i><<SEG will regain my respect when they are first to marketStitch-6/30/1999
965 Robert, A few weeks back you stated... <i>The value of SEG's holdinAusdauer-6/30/1999
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