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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: kash johal who wrote (63637)6/28/1999 6:16:00 PM
From: tejek  Read Replies (1) | Respond to of 1572481
 
Kash

RE: "Seagate warning as we speak".

I have to say either Dell is taking everyones' market share or they are not being honest. This is the third disk drive company to warn. I thought what was happening was that SEG was stealing everyones' market share but now it looks like demand just is very slack in the pc business.

ted



To: kash johal who wrote (63637)6/29/1999 12:51:00 AM
From: Charles R  Respond to of 1572481
 
Kash,

"Seagate warning as we speak.

Could be trouble for PC stovks tomorrow:

Monday June 28, 5:24 pm Eastern Time
Seagate Cites Weak Disc Drive Demand, Price Deterioration"

This correlates well with Intel Q2 guidance, and AMD Q2 performance.
I am looking forward to see what Intel will do - it will be pretty amazing if INTC can meet the unit/revenue estimates.

Chuck


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