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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: Hungry Investor who wrote (518)2/16/1999 3:30:00 PM
From: Duker  Read Replies (1) of 1989
 
Agreed on the channel partner commentary.

I would also say that they have greatly reduced the complexity of the system from the distribution perspective by moving from 13 to 6 ... fewer places for them to get surprised by a "sudden" buildup of channel inventories ... I am sure they'll still get surprised again ... it will be just a bit quicker and clearer surprise, hopefully.

--Duker
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