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Technology Stocks : Seagate Technology
STX 279.35+0.3%Nov 7 4:00 PM EST
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To: penhead who wrote (7446)8/7/2006 3:49:51 PM
From: go_gatrz  Read Replies (1) of 7841
 
No - it wasn't Neff - it was Shebley at Kaufman (for now).

My complaint with Neff's analysis was the negative tone imparted towards STX & WDC, when HIT's actual numbers did not seem to warrant that conclusion. Maybe its still early in the MXO-Market-Share battle, so we'll see.

With respect to a price war - as close as I think we'll have one was in June. And WDC came through pretty good, and I expect STX to do likewise. They all fought it out at 80GB - and Hitachi had some very large inventories of 80GB drives in June. But guess what - it's all gone. Even Newegg is backordered on Hitachi 80GB PATA drives, and I can tell you the SATA is darn close as well. Several disty's are even backordered on some STX 80GB drives.

So if there's gonna be a price war, somebody better have some more product to do it with. And it doesn't look like Hitachi. But that's today.

As far as these stocks are concerned, the bears & shorts are having their way. Actual performance and facts are not part of the equation. Doesn't matter about being right (or wrong). It's tough enough to find good quality stocks earning real money with good products in demand. Then you got to fight the general market conditions. Throw in some questionable analyst comments. And to top it off, the hedge funds have so much money they can drive stocks (and whole sectors) any way they want - regardless of all the other factors. Look at Komag. It's just getting real tiresome.
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