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Technology Stocks : Disk Drive Sector Discussion Forum -- Ignore unavailable to you. Want to Upgrade?

To: Sam who wrote (8628)	8/30/2000 11:36:22 AM
From: Tom Simpson	Respond to of 9256

<<Seagate could possibly be up in terms of unit volume but would be flat in terms of revenue, margins and earnings for the first quarter, ending Sept. 30. >> Translates to...... There is room for so much more creative freedom in dollars than in units. Those accountants don't get the big bucks for nothin' :o) But note folks, if units are actually up in a meaningful way this traditionally weak quarter, that will be fundamentally good news whether they hide the bucks or not. Best.....Tom

To: Sam who wrote (8628)	8/31/2000 12:19:26 AM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 9256

>> Let's see. First, Seagate says pricing pressures are just terrible this quarter, terrible. Now they say their build plan might be reduced because of component shortages, << Sam, This is something I just don't understand. Demand (especially for enterprise drives) is increasing by leaps and bounds. Component supplies are very tight and the drive makers can't build enough units. SO WHY DO THEY REDUCE PRICES ? Sorry for shouting, but it is just absurd. RDRT, HTCH, and INVX have doubled in the past few weeks, but the drive makers are in the gutter. I don't get it.