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Technology Stocks : Seagate Technology
STX 270.10-2.4%Dec 1 4:00 PM EST

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To: William Epstein who wrote (5547)8/28/1998 7:10:00 PM
From: La Traguhs  Read Replies (2) of 7841
 
William,

I wish I could share your optimism. Many say our HDD capacity has overrun the market needs and no one can predict the time of correction.

Now that's true for the desktop (the lion share of the HDD demand) but not necessarily true in the enterprise where there is never enough capacity. The enterprise segment is picking up for Seagate and that's good 'cause that's were the margins are.

Regards,
LT
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