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Technology Stocks : Seagate Technology

STX 237.49

-1.3%

Nov 21 4:00 PM EST

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To: Sam who wrote (5691)	9/16/1998 1:59:00 PM
From: Hungry Investor	Read Replies (1) of 7841

Sam, Amen. I was just going to write exactly what you have down. Just because there is an undersupply of mobilee drives, or even a sector of mobil drives, doen't mean that the glut in desktop units of varying capacities doesn't exist. There is still a huge piece of the market that is in a glut situation, and I don't hink that it will clear up until Q4. Even then, there still may be an oversupply in certain capacities...its all up to the planners and their forecasting ability. If they screw-up or everybody builds at the same capacity points, you have a glut.... Good idea about stealing Wal-Mart employees... Scott.

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