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Technology Stocks : Seagate Technology
STX 278.47+1.0%Nov 6 4:00 PM EST
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From: penhead8/11/2006 12:01:18 PM
   of 7841
 
1) I'm still nervous in regards to the potential price war with HIT. Trashing prices to gain market share I see as highly probable. STX needs to wrap up MXO business quickly.
2) The GM numbers need to improve from estimates. Pissing away a technology lead / cost advantage to chase a price war is not going to help.
3) The buyback needs to happen and not be all talk.

$19-$22 estimate from MS and I think he has the best logic behind the numbers.

Have to hold b/c of the current risk / reward but damn.

As always, thanks DD.
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