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Technology Stocks : Seagate Technology - Fundamentals
STX 279.46+0.4%3:59 PM EST

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To: accountclosed who wrote (109)11/11/1998 10:48:00 AM
From: Stitch  Read Replies (6) of 1989
 
Roq;

<<On the Moore's law curve for the last few years, DD and DRAM are doing fine. (While we were debating this IBM raised the bar from 20 gig to 25 gig.) CPU chips and Killer app's are lagging.>>

Why do you say CPUs are lagging? This is the first I have heard of that.

I think the economics of the DD sector has changed, muchly for the worse...primarily because of overcapacity.

best,
Stitch

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