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Technology Stocks : Seagate Technology

STX 292.00

+5.2%

Dec 18 4:00 PM EST

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To: Stitch who wrote (4353)	12/21/1997 11:00:00 AM
From: Z Analyzer	Read Replies (1) of 7841

<<Were there any remarks about how much more inventory?>> Reviewed my notes but couldn't find much. Some comments were made as far back as the good old days (when nearly evrerything was on allocation) that customers wanted them to carry more inventory. Perhaps someone in the industry can help us out but my gut reaction/guess is that we might be looking at an extra week of inventory. Nobody has really talked about JIT dramatically changing the way they do business (on the disk side). I would think it would benefit the more reliable suppliers such as IBM and Quantum.

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