Seagate Technology - Fundamentals Message Board

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Technology Stocks : Seagate Technology - Fundamentals

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Nov 17 3:59 PM EST

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To: Robert Douglas who wrote (432)	1/8/1999 8:17:00 PM
From: Stitch	Read Replies (2) of 1989

Robert; <<I still have some reservations that this is an inventory pipeline recovery and Lawrence thinks it has some seasonal factors influencing it. >> I have a source that suggests that Intel will ship about 26 M cpus this quarter, basically flat to last quarter. That is historically better then seasonal fluctuations of the past. It may be the first signal of the Y2K spending we have all conjectured about. Best, Stitch

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