January 18, 2006

Seagate and Storage

Had a post a few weeks past on Sun Micro's rise from the dead and you should therefore look at storage. the lead came from smart hedge fund manager - Jeff Matthews.

Despite a quick 5 percent selloff in the nasdaq, Seagate has risen another 10 percent.

Storage is underowned and not well undersatood as our needs increase. This is one area of tech that remains bullish.

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