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Technology Stocks : Seagate Technology - Fundamentals -- Ignore unavailable to you. Want to Upgrade?

To: Stitch who wrote (958)	6/30/1999 5:15:00 AM
From: Naveen Kumar	Respond to of 1989

In your opinion, which companies will be hurt (market share standpoint) by SEG's aggressive plans ? Any opinion on QNTM or STK ? Thanks.

To: Stitch who wrote (958)	6/30/1999 5:47:00 PM
From: Yogi - Paul	Read Replies (1) \| Respond to of 1989

Stitch, We are going to have to fit you with a pair of pom-poms to go with your thong. Mighty cheerful. Most of your post could be summarized by saying "Six Sigma" initiative proceding well. As for "firing on all cylinders", you can't really mean that. 6% sequential decline, warning of weakness next quarter? Not exactly a clarion call to rush out to your broker, cash in hand. As for the U4, I'd much rather see Seagate lead in high end than low. SEG will regain my respect when they are first to market with a 15,000 rpm, market leader in seek time and density. Bet IBM beats them by more than a quarter. Sis, Boom, Bah<g>, Paul