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Technology Stocks : Seagate Technology - Fundamentals
STX 237.60-1.2%Nov 21 9:30 AM EST

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To: Stitch who wrote (508)2/14/1999 3:03:00 AM
From: Z Analyzer  Read Replies (1) of 1989
 
Stitch, Had to read your post about three times since I'm still half asleep. Finally concluded that it sounds like SEG hired a silver tounged consultant to tell them everything they already know about the business. All the key variables have been identified along with a view of their future. But its not clear to me that these aren't all the same issues the industry has been trying to optimize for years. And, I have to wonder, with shorter product cycles, do you really have time to be moving production around mid-life as opposed to after proving the technology on a pilot line. If you're late to market, you miss the first phase. -Z
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