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Technology Stocks : Seagate Technology
STX 237.49-1.3%Nov 21 4:00 PM EST
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To: secrus2 who wrote (6925)2/24/1999 12:04:00 PM
From: Mark Madden  Read Replies (1) of 7841
 
I agree with your observations. It is optimism by SEG while their customers like Dell are pessimistic that could lead to oversupply. The market reacts to anything that may cast doubt on performance.

Fortunately, the second half of 1999 is short lived and the expectations are a surge of pent up demand after 2000.
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