Seagate Technology - Fundamentals Message Board

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Technology Stocks : Seagate Technology - Fundamentals

STX 240.54

-7.2%

Nov 20 3:59 PM EST

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To: Stitch who wrote (760)	4/11/1999 5:24:00 AM
From: Z Analyzer	Read Replies (1) of 1989

Stitch, Are you seeing signs of any sudden softening over there. We pretty much know this qtr. Guidance for next qtr seems like a big question mark. Wiil be interesting to find out how much of Compaq's miss is due to weak pricing as opposed to demand problems-which may be specific to CPQ anyway due to changes in their relations with distributors. At some point weak PC pricing has to drive accerating unit growth in the rest of the world-esp once the internet becomes more widespread. Spending alot of time overseas, to what degree has internet access become available to the masses at prices they can afford? Do you see it gowing at a high rate or see a day when it will be available to virtually everyone at mass market prices? My gut feeling is the dramatically falling PC prices combined with increased PC usefulness (due to the internet) should begin to open a huge market which we have not seen yet. My dream is a PC in every household, a disk drive in every PC and a few Hutchinson suspensions in every disk drive. -Z

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