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To: Gottfried who wrote (1387)12/1/1999 3:19:00 PM
From: Tom Simpson  Read Replies (1) | Respond to of 1487
 
<<Looks like IBM replaced SEG, but you knew that.>>
But not for long....if you pull up the Jun99 qtr 10q you'll find IBM tanked to 10% and Seagate jumped to 22%. Its just amazing how volitile the customer mix is qtr to qtr.

It was very nice of you to put that chart up.

Best.....Tom