Seagate Technology - Fundamentals Message Board

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Technology Stocks : Seagate Technology - Fundamentals

STX 281.29

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11:01 AM EST

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To: Carl R. who wrote (19)	11/9/1998 2:20:00 AM
From: Z Analyzer	Read Replies (1) of 1989

<<Thus I believe that sales for the next 9 months should accelerate to a record setting level. Note that because I expect so many older units to be replaced, I wouldn't be surprised to see a yo-yo effect after 2000 as the replacement market dries up and sales plummet.>> My thinking is that hardware and software spending will fall off a cliff as the end of 1999 approaches. Who would dare mess with the systems they have just spent 3 years trying to prepare for the year 2000. Maybe you can still add internet capacity or PCs to a network, but who is going to mess with their mainframes and databases. An important question for us storage guys is whether the PCs will, in fact, be added and whether its considered risky to to add disk arrays. Just my uninformed opinion. Z

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