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Technology Stocks : Seagate Technology - Fundamentals
STX 262.02+3.4%Nov 25 3:59 PM EST

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To: Gottfried who wrote (240)12/1/1998 9:36:00 PM
From: Stitch  Read Replies (2) of 1989
 
Kedvin, Gottfried,

I agree there may be a sector switch going on that has helped the DD stocks. Nothing has changed the fundamentals however. Unless there are very dramatic upgrades to the industry forecast we remain in an overcapacity situation that will continue to hammer on margins.

<<So it becomes important to set a selling target>>

Ain't it the truth. So what are your thoughts re:SEG?

Best,
Stitch
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