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Technology Stocks : Seagate Technology
STX 405.45-3.1%Feb 5 4:00 PM EST
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To: Frodo Baxter who wrote (3036)9/18/1997 9:49:00 AM
From: roger held   of 7841
 
Lawrence,

Yes, that's true for mature interfaces. However, for new interfaces (like new DRAM's) the IC's used to make the interface have to reach price parity before the intefaces can be at cost parity. This march to parity will probably take less than one year especially if the volume for FC gets to be high enough.

Regards,
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