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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 142.21-7.6%2:02 PM EST

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To: Stitch who wrote (7635)12/27/1999 1:29:00 PM
From: Mark Oliver  Read Replies (1) of 9256
 
<Morgan's upgrade gave SEG a target of 55 bucks, of which 40 was for their share of VERITAS. It just gets scarier up here.>

Amazing how easy it is to hold a looser who we think will come back versus a winner which holds an uncertain, but interesting future.

Do you think Seagate has more or less days inventory as a result of being vertically integrated?

Regards,

Mark
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