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Technology Stocks : Seagate Technology
STX 285.27+0.9%Dec 24 4:00 PM EST
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To: MKL who wrote (4666)2/10/1998 10:11:00 AM
From: Stitch  Read Replies (1) of 7841
 
MKL,

<<130.5M to 147M units is only 12.6%.>>

Yes, sorry, I was recalling another forecast I read from Peripheral Research. I believe TrendFocus is a more recent forecast, and their numbers are a significant downward revision. In any case you mention a much more salient point and that is the issue of making money. Clearly the DD industry was hoisted on its own sword again. I guess I still feel that this cycle will not be much different from previous cycles we have seen and, inevitably, the stocks will rise in value from their current positions.

Best,
Stitch
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