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Technology Stocks : Seagate Technology

STX 272.28

+4.0%

Nov 26 4:00 PM EST

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To: Raptech who wrote (5589)	9/9/1998 6:58:00 PM
From: Sun Tzu	Read Replies (1) of 7841

RFC -- Hello all. I'm not a regular here so if possible please answer to my post (as oppose to its related follow ups). I have two questions: One I don't see too big of a demand problem; I see a very big supply problem. I think ultimately we need (and will end up with) only 3 drive makers. My guess is that they will be IBM, SEG, and Fujitsu. All others will die. Any comments? My other question is about this news release: ============ IBM Corp. unveiled the world's smallest and lightest hard disk drive with a disk platter about the size of a quarter. IBM (IBM), a Dow component, said the drive could hold over 200 times more data than a floppy disk. Cannon, Hewlett-Packard (HWP), Hitachi and Minolta are evaluating the devices for integration into future mobile and hand-held devices. Shares of IBM fell 2 7/16 to 123 1/2. ============ Would you care to comment on how you see this affecting other drive makers esp. SEG? thanks in advance Sun Tzu

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