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Technology Stocks : Seagate Technology
STX 283.26-1.6%Nov 12 4:00 PM EST

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To: Robert Douglas who wrote (6225)11/5/1998 10:01:00 AM
From: Ashley Campbell  Read Replies (2) of 7841
 
Interview with Quantum CEO on CNBC. Re: general industry - inventory levels are low, but I got the impression that the oversupply still exists (albiet reduced). The concern that came up was that "second tier" companies (like Fujitsu) could overproduce and therefore contribute to the inventory problem. Any comments?
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