Seagate Technology - Fundamentals Message Board

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Technology Stocks : Seagate Technology - Fundamentals

STX 346.69

+0.7%

Jan 22 3:59 PM EST

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To: Robert Douglas who wrote (387)	12/22/1998 5:56:00 PM
From: Frodo Baxter	Read Replies (1) of 1989

>-(Specific worry for tech stock investors): The recent rally has been nothing more than the cessation of the inventory liquidation that drove stocks down earlier. I would worry that the market has been fooled on the upside of the inventory cycle, just like it was fooled by the downside of the cycle earlier. Don't forget seasonality. I don't know why, but tech investors seem to repeatedly forget that Q1 and Q4 are strong, Q2 and Q3 are weak. (Parenthetically, what happens to all that capacity during the weak months, now that we are in a BTO, JIT regime?) >-The proliferation of really bad movies and TV shows. Or is it just me? I must confess I really liked Armageddon. >I would worry a lot more about any of the above than the shenanigans in the nation's capital. I'm still waiting for 15% across-the-board income tax cuts and elimination of Social Security, 401(k), government pensions, et. al. and replacing them with universal IRAs instead.

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