Seagate Technology - Fundamentals Message Board

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Technology Stocks : Seagate Technology - Fundamentals

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To: Skeeter Bug who wrote (27)	11/8/1998 10:45:00 PM
From: Stitch	Read Replies (2) of 1989

Skeeter, <<maybe the most successful companies will be a a successful (in hindsight, it has to be hindsight) hybrid of the two.>> Actually, I think you have hit a bulls eye. How these companies manage both lines of supply is a topic worth understanding. I think a hybrid makes sense. But it isn't easy. QNTM's head operation (acquired from DEC), which went into a JV with MKE, and is now likely to be shut down has bled a ton of money as has WDC's faulty media operation. SEG got too carried away with their head operation and fell behind the curve. It has cost them a great deal and could be one of the primary divergences between Al Shugart and his board. Still, the real economic fulcrum in this business is in the heads and media IMO (apologies to those who have seen me say this time and again). Also in my opinion it is the independent suppliers that have suffered the most in this downturn. Some reconciliation between the two (vertical and virtual) may offer a key to an improved strategy. Best, Stitch

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