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Technology Stocks : Seagate Technology
STX 325.99-0.1%4:00 PM EST

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To: Stitch who wrote (5372)8/8/1998 11:59:00 AM
From: Tom Simpson   of 7841
 
>How was your trip?
So so....waded into too much poison oak and found out that chain saws are better left to younger limbs; mine still ache after 4 days of r&r. Ahhhh Phuket....a place of many delights, fishing and diving are but two :o)

TDK has quietly become THE independent head supplier it seems. I would view Seagate more positively if they lined up TDK as a head supplier. Demand growth will return in good time and I've not seen any indication that their internal head operation can cut it.

I'm half expecting that October will be a good month to be taking positions in the strongest DD survivors.

Best Regards.....Tom
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