Seagate Technology Message Board

STOCKTALK

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

STX 278.47

+1.0%

Nov 6 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: go_gatrz who wrote (7444)	8/4/2006 9:24:33 AM
From: penhead	Read Replies (1) of 7841

GG, spot on with your HIT numbers and theory however I think Neff's biggest issue is a potential "price war". Hasn't he been one of the analyst who cries wolf every 6 months or so? Anyway, I'm looking for some decent gross margin numbers to see if his "price war" is legitimate or if HIT has simply taken a couple of large MXO customer by giving the farm away. On another note, Cornholio has been rather quiet lately. She will probably either reiterate what a value play STX is 3 days before the CC or pull her usual BS report out 2-3 days before. I'm leaning towards the former this time around. The M-Systems and SNDK merger isn't going to be good news for STX on a long term outlook. M-Systems has x4 working, a MLC 4 bit NAND chip. . .STX is going to need some new larger storage applications (>PVR sales, pick up the apple video business that is tied into 2007 vehicles, advertise and get PC backup units mainstream).

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next