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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 181.08

+3.5%

Dec 19 9:30 AM EST

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To: Stitch who wrote (5318)	1/23/1999 11:44:00 PM
From: Yogi - Paul	Read Replies (1) of 9256

Stitch, From farm boy mud viscosity revels to "forecasted build plan.... BTO/JIT paradigm.. drag on model...inventory turns...recorded turns improving to 13.4 from 7.8. The disparity here could be a reflection of demand response". The farm boy is clearly far away from his roots <VBG>. I take it you are stating that SEG is improving on time-to-market or am I misinterpreting your Greenspanspeak? << I think we need to watch turns closely as a measure of adaptability to the BTO/JIT paradigm. >> Ohh Baby, Baby. Talk analyst to me, baby! <VBG> Seriously, I'd appreciate a quick summary of the differences in the SEG and Qntm business models as you see them. I think I know where you are coming from but want to make sure I'm not playing a deep left field on a weak hitter. Just an old country boy who knows to look down in the livestock tent, Yogi

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