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Technology Stocks : Seagate Technology
STX 288.13+0.9%Dec 16 4:00 PM EST

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To: Daniel Liberty who wrote (5234)7/14/1998 6:08:00 PM
From: TechMeister  Read Replies (2) of 7841
 
CC Summary:

High end: new products getting qualified at many OEMs. Strong acceptance. Pirces stable. Looks like this is the jewel in the crown.

Desktop: Still compteteive, but SEG improving its foot-hold. New products coming out soon.

Heads: technology is catching up. 10% heads from other sources.

Software: flat revenues from last quarter.

Tape & Quinta: on plan to demo by COMDEX.

Gross Margin improved, Inventory in the channel decreased slightly from last Q to 7.3 weeks. I think the CC was very bullish. Stock should go up from here. No doubt about that. Count the number of upgrades tomm...
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