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Technology Stocks : Seagate Technology
STX 282.86-0.9%Dec 9 4:00 PM EST

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To: Greg Cervelli who wrote (4105)11/18/1997 1:12:00 AM
From: Jacob Snyder  Read Replies (2) of 7841
 
? for CFO:

1. What, if any, currency hedging positions do they have now regarding SE Asian currencies?

2. Assuming governments get banks to tighten credit throughout SE and East Asia, what impact will this have on SEG?

3. How long do they anticipate the current glut of high-end disc drives lasting?

4. Are they comfortable with current analyst earnings estimates for 1998? Lowish? Highish? In the ballpark? On the same planet?

5. Are they doing anything to give clearer guidance to analysts? (Talking more to them, giving them better access)

5. Is the priority market share or margins? If they continue to see market share decline, will they continue cutting prices?

6. How does he see the emergence of a sub-1000$ PC market affecting SEG? Will they compete here, or concentrate on trying to defend their high-end turf?

Thanks in advance.
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