Seagate

“Literally if you rank every stock in the U S and vaguely defined as tech and don't put a market cap filter, you know, a very small one cut out to on and below planet labs, bloom energy, open door, Oclo and Seagate top five performing stocks this year.”

“When you bought a computer from Dell and from Compaq, if you open them up, Intel processors, Seagate disk drive, also from US, you know, like all, and so they were really not competing on who could Buy those parts and put them into a gray or beige box more qui…”

“August Capital, a longtime manager, well-established Sandhill firm, in what's otherwise a wasteland of 2000 vintages, They put up a monster fund because at the tail end of it, but they had Seagate in there. So there's the take private with a third of their fun…”