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Technology Stocks : Seagate Technology

STX 282.85

-4.6%

Dec 22 4:00 PM EST

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To: Z Analyzer who wrote (4342)	12/19/1997 12:59:00 PM
From: Gus	Read Replies (1) of 7841

Thanks, Z. I got my figures mixed up. Lehman did report that the high end channel inventory is still at ~13 weeks. Now that I think about it, I think I got the ~10 week desktop channel inventory figure either from an earlier Lehman report (re: WDC) or from the Quantum conference call in which QNTM indicated that its desktop channel inventory was less than the industry number of about 10 weeks. I also agree with you re: OEM inventory. The difficulty in pinning down these numbers lie in the fact that the top 5 OEMs are growing faster than the market which means that they must be moving faster towards their BTO/CTO targets than the second tier and third tier players. It's difficult to get a sense of overall PC inventory other than how PC prices and component prices seem to be falling almost every day now. Gus

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