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Technology Stocks : Seagate Technology
STX 266.87-1.2%Dec 2 4:00 PM EST

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To: Arthur Radley who wrote (4544)1/17/1998 2:42:00 PM
From: Gnarly  Read Replies (2) of 7841
 
Have any analysts considered the impact of Asia problems of the disk drive manufacturers? My guess is that they are one of the beneficaries. Considering Seagate does so much of their manufacturing in Thailand and Malaysia...their costs should drop dramatically with these currencies. If they somehow manage to keep some of this from the end user...the Asian Contagion should be good for Seagate....any comments??

Gnarly
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