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Technology Stocks : QUANTUM
QNTM 5.760-6.9%Nov 21 3:55 PM EST
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To: Frodo Baxter who wrote (7762)4/25/1998 12:34:00 AM
From: Tom Simpson  Read Replies (1) of 9124
 
>and Seagate and Western Digital have bloated their inventories then
>barfed them onto the channel.

I wonder about that.....this from Seagate's site (in millions of $).

INVENTORY q2fy98 q2fy97
Components 313 361
WIP 67 156
FG 381 156

SALES
Desktop 705 830
High end 770 1286

Turns 7.8 11.1

Doesn't this sort of look like there may be more barfing yet to come?
Could be we have a case of bulemia here.

Best Regards.....Tom
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