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Technology Stocks : Seagate Technology

STX 261.38

+1.2%

Nov 17 4:00 PM EST

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To: secrus2 who wrote (6987)	3/3/1999 10:59:00 AM
From: TEMFASSBAL	Read Replies (2) of 7841

<<Who or what countervail slowdown in PC sector ? >> The real question is (or should be) how deep is this "slow down"....heres my read...we have a poor Jan. on the back of a great Dec/Christmas season (that makes sense to me) and some push out on purchases waiting for the PIII (also makes sense and is consistent with past INTC new tech ramps)...thus this Q in PC land is no good...will it extend to next Q (and beyond) or will demand come back...how does Y2K play into the end of the year?...lots of questions...I guess my point is I'm not sure of the answers but I tend to believe this slowdown will be shorter in term than longer...I don't buy the "nuclear winter" call for the PC market at all...its still a little early for that... I wouldn't be surprised if we hear some of the "worst is behind us" "we're seeing a return to anticipated demand" boiler plate out of the Calendar Q1 conf calls. Tim

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