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Technology Stocks : Seagate Technology

STX 288.00

-2.0%

Nov 11 4:00 PM EST

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To: Kevin Linder who wrote (7342)	11/4/1999 6:41:00 PM
From: Ted The Technician	Read Replies (1) of 7841

Kevin, if demand doesn't pick up quickly, DD companies will be disappearing. I think SEG has become the lowest-cost, high-volume producer at the low end. Its vertically integrated business model should allow it to cut costs more effectively as DD technology matures. I compare the DD with the memory market. Both are essentially commodity markets. MU has become the lowest-cost producer after years fighting a price war. Demand has since picked up and there are shortages of memory components. MU is now flying high. SEG is headed up now, finally... Ted the Technician.

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