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Technology Stocks : Seagate Technology
STX 276.69+1.6%Nov 28 4:00 PM EST
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To: Jacky AY who wrote (4847)4/14/1998 11:49:00 AM
From: still learning  Read Replies (1) of 7841
 
To draw the Intel parallel further -- in DDs it's not just time to market, but time to volume and predictable supply. That's where QNTM has hurt SEG, by focusing on time to volume.

SEG, OTOH, can mitigate that advantage with its size and leverage by speeding up its delivery cycle and squeezing competitors, much like INTC did to AMD and others -- being first AND aggressive can work well.

When coupled with an aggressive branding campaign, that CAN drive volumes -- even for "commodity" items like chips or DDs. One could argue that INTCs branding campaign was more about market cap valuation than winning market share -- since it won market share with different tactics, but gaine approval and valuation by making those gains highly visible with ads.
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