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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 157.75+1.5%Nov 26 3:59 PM EST

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To: Stitch who wrote (7020)8/29/1999 3:49:00 PM
From: Yogi - Paul  Read Replies (2) of 9256
 
Stitch,
Alright-- I've got Gustav Holst's "The Planets" and specifically "Mars, Bringer of War" cued up and playing on the stereo. (Guys, don't play this in conjunction with Wagner-- next thing you know you'll be invading Poland, or something). Still can't get overly excited by Seagate.
<< Seagate will close out this quarter much better then originally anticipated. I understand some distributors are howling because they can't get enough. >>
Yes, yes-- very impressive-- but at a profitable price point? Are they declaring war or striving for profitability? How about time to market? How about "next generation" drives?
What do you hear about their prospects 2-5 years down the line, or are they totally in a reactive stage instead of a proactive one?
Does current Seagate management have "Vision"?

Paul
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