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 |
