SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Seagate Technology - Fundamentals
STX 293.99+5.2%3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Gus who wrote (1453)3/27/2000 11:29:00 PM
From: Stitch  Read Replies (1) of 1989
 
Gus,
Right on the money in your observation about the synergy between two of Seagate's holdings and the advantages SEG brings to the party. This is exactly what re-invention of the business is all about IMO. Amazing that Seagate has captured a lead on rotational speed that could be that sustainable. You say at least two quarters but I believe it is good for a year based on the noise I hear out here. Couple that with the recent areal density announcement and they look bigger, badder, meaner still. I wonder what earnings will do?

Best,
Stitch
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News