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Technology Stocks : Seagate Technology

STX 296.36

+1.5%

Dec 19 4:00 PM EST

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To: Sam who wrote (4587)	1/21/1998 9:56:00 PM
From: Z Analyzer	Read Replies (2) of 7841

<<They think that the only serious competitors in that market would have to be fully vertically integrated (guess who that would be?); otherwise, no chance to produce drives for it profitably.>> B.S. An integrated company needs to earn a return on its component investments just as independent companies do. And they need to run each operation as efficiently as a focussed independent which Seagate has yet to prove themselves capable of doing. With respect to Maxtor, I have read and heard from a reasonably reliable source that they are being shopped. Question is who would buy them in this market, especially with their track record. I'm with you in hoping Samsung is ready to throw in the towel. Some capacity needs to disappear as with the Micropolis demise.

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