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Technology Stocks : Seagate Technology
STX 284.47-7.7%Jan 8 4:00 PM EST
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To: stock bull who wrote (3901)10/23/1997 6:22:00 PM
From: LK2  Read Replies (1) of 7841
 
Stock Bull, if low margins are bad for disk drive makers (QNTM, SEG, WDC), then why are they good for CPQ and COMS?

Have you asked yourself that question?

Why should CPQ and COMS benefit by selling lower-margin products (lower than their average-margined products), while QNTM, SEG, and WDC will be hurt by selling lower-margin products?

CPQ and COMS are not low-margin producers. In the past they have made their money (and profits) from medium-to-high margin products.

Do you see now why I object to the WSJ article? My objection is that the article says
these companies will benefit---- CPQ COMS
these companies will lose------- SEG WDC

but I don't find the reasoning/evidence/proof for the conclusions.

Either the article left out some points, or the article is reporting guesses on who will benefit/lose, and the guesses are not supported by the facts presented in the article.

Regards,

-LK
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