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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?


To: etchmeister who wrote (23077)4/29/2005 7:32:42 PM
From: Sarmad Y. Hermiz  Respond to of 95738
 
>> Is Seagate catering to HDD MP3?

Yes they are. The seagate st1 6GB is the drive in the i-pod (exclusively). It is also in some other mp3 players such as i-river and olympus. And seagate's capacity is completely utilized, so their inventory is very low (under 4 weeks), and they are adding capacity to several product lines.

I expect seagate to earn over $250m this q. Approx 50c/sh. And for the year, over $1b, or $2.00/sh.