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Technology Stocks : Seagate Technology
STX 282.86-0.9%Dec 9 4:00 PM EST

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To: MKL who wrote (4705)2/27/1998 12:25:00 AM
From: Stitch   of 7841
 
MKL;
re: Different forecasters

I have heard it said that Porter and trend Focus are supply side forecasters. That is that they focus on the supply side for their info., While IDC actually talks to large OEMs (or demand side). Is there any truth to this as far as you know? Do these forecasters typically diverge a lot, or are they within 10& of each other?

Best,
Stitch
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