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Technology Stocks : Seagate Technology
STX 272.28+4.0%Nov 26 4:00 PM EST

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To: Sparky65 who wrote (4898)4/15/1998 12:46:00 AM
From: DatcaTG  Read Replies (2) of 7841
 
CC notes

Great Conference. These guys Al and his boys have done a great job. The general feeling was very upbeat. Soloman guy and two more said very positive things about the company performance.

Some of the items that were not listed in the previous memos here at SI regarding the CC notes are :

Fibre Channel is picking up with a good uptick ( Some of the top analylist were very quizitive about this

Inventory turn is up. Inventory levels are down

They have a cost and performance advantage over the competitors

Low cost drives are coming up. Sub 1000 arena will be a profitable buz.

There are more but I strongly urge all investors interested in DD to listen to the CC.
Seagate will move up tomorrow IMHO
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