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Seagate Technology - Fundamentals

An SI Board Since November 1998

Posts	SubjectMarks	Bans	Symbol
1989	20	0	STX

Emcee: Stitch	Type: Unmoderated

Introduction Market Data Compact

Seagate is the world's largest supplier of disk drives, arguably one of the most critical components in computing. The last 18 months has seen the most severe downturn this sector has ever experienced, a period in which SEG has lost market share, laid off greater then 10% of its workers world wide, closed several plants, replaced its highly respected founder, Chairman, and CEO, reorganized almost the entire management team, commenced on what appears to be a reversal of its vaunted vertical integration strategy, and is merging the bulk of its' software company with Veritas. Is Seagate poised to regain its clear leadership in this troubled industry? Has the referenced makeover created a new company ready for the task? While the thread title is intended to encourage a fundamental approach to analysis it is not intended to discourage observations that are technically oriented. We do however, hope to encourage debate in a constructive and civil manner, and ask participants to leave their egos at the previous page, when entering this topic.
Best,
Stitch

Go to reply# or date (mm/dd/yy):

Reply	Message Preview	From	Recs	Posted
1989	theinfoboom.com	Mark O. Halverson	-	11/16/2011
1988	Anyone out there still interested in HDD companies? The recent Thailand floods	Mark O. Halverson	-	11/16/2011
1987	From Baron's (Thursday, October 11): Three Tech Names With Earnings Upside	Mark O. Halverson	-	10/12/2007
1986	Seagate to make flash-based hard drives Has hell frozen over? The big maker of	JakeStraw	-	8/23/2007
1985	Seagate Technology Reports Fiscal Second Quarter 2007 Results Tuesday January 23	Sam	-	1/23/2007
1984	Seagate Technology Halted - Tops Q2 Estimates, Sees Q3 Above Forecasts 4:12 p.	Sam	-	1/23/2007
1983	Boy, talk about a split in the analyst community: <pre> Time/Date Event So	Sam	-	1/23/2007
1982	Seagate Buys Into Backup forbes.com	JakeStraw	-	12/21/2006
1981	Disk drive pioneer Al Shugart dies [EDIT: Hey Stitch, if you're still lookin	Sam	-	12/13/2006
1980	Could be, Rob. STX is probably a buy, but having just reread posts from the LBO	Sam	-	12/7/2005
1979	Hi Sam, We did have a great thread back in the days... The growth rate for HDD	Robert Douglas	-	12/7/2005
1978	Rob, Well, the revival of the DD thread and a mention of Seagate on the Sandisk	Sam	-	12/6/2005
1977	Seagate to trade again through IPO cbs.marketwatch.com{66C22588-7ACF-4B06-AC37	ms.smartest.person	-	10/13/2002
1976	Mark, have you obtained a definitive explanation on how to report the cash recei	Stu E.	-	2/18/2001
1975	Lynn, is it possible that only the tax refund portion of the $8.5484 that we rec	Stu E.	-	2/15/2001
1974	Mr. Lindner, could you please share with this board your interpretation of the t	Stu E.	-	2/10/2001
1973	Dear Stu: Take a look at a section of SEG/VRTS's SEC filing I have copied at	Lynn	-	2/7/2001
1972	Per the prospectus sent out last fall, it says that "SEG stockholders will	Starlight	-	2/7/2001
1971	Lynn, Is it possible the cash can be treated as a return of capital that would a	Stu E.	-	2/7/2001
1970	Dear Stu: You are quite welcome. I am not an accountant, but I think proportion	Lynn	-	2/7/2001
1969	Thanks. I thought perhaps the cost of segate would be proportioned between the	Stu E.	-	2/7/2001
1968	Dear Stu: I'll let you know in about 2 weeks when I get all my tax informati	Lynn	-	2/6/2001
1967	Lynn, how do I figure the cost basis in connection with the cash proceeds? It c	Stu E.	-	2/6/2001
1966	Lynn- Thanks for your comprehensive report. After reading it, all I can say is	Starlight	-	12/11/2000
1965	Dear Mark and Elizabeth: It's a capital gain. For more discussion on the ta	Lynn	-	12/11/2000

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