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

To: Sam who wrote (1041)	7/19/1999 9:10:00 PM
From: Kevin Linder	Read Replies (1) \| Respond to of 1989

Sam - I just don't know how long this price war can last either - and that's what is troubling me. I think that many rational managers would have started on the path to less dramatic price drops before now. I think Luzco had it right - there are four players who think that individually they can have 30-40% of the HDD market. Something that just ain't gonna happen... The problem is that if only one player drops out there is still the potential for overcapacity in this market. (Assuming each of the remaining three try for a 40% market share). No, I agree SEG does not need the cash. However, there is no telling when this war may end and that might be the telling factor on a decision about debt offerings. Yes, Stitch I have studied Sun Tzu and Clauswicz. I also think a good study of strategy and tactics is to look at the tactics of Joseph Kennedy Sr; J.P. Morgan; Rockefeller; Carnegie and many other of the "Robber Baron" era. I think the CC tone was set to be somber and the industry should be thinking that way. I think the end may barely be in sight of this war. If you liked the strategy Stitch I have one question for you: "don't you think a lawyer always comes up with the "twisted" way of thinking?" Kevin Linder