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

To: Sam who wrote (3902)	10/23/1997 2:02:00 PM
From: stock bull	Read Replies (1) \| Respond to of 7841

Well Sam, we all have our own analysis and opinions.....that what makes the drive turn <g>. Buy the way, I think most people buy sub $1000 pc's is because its a second pc for the home, or that's all they can afford to spend on a computer. Stock Bull

To: Sam who wrote (3902)	10/23/1997 4:03:00 PM
From: MetalTrader	Respond to of 7841

"I disagree with that analysis--it is pretty short sighted" After watching the fireworks, attacks and counterattacks on this thread for a few days it looked like time to buy SEG. Any company that has a high profile name like Seagate and looks to some like extinction is just around the corner deserves at least a few chips on the table. With regard to the question of whether Subzero PC's will require HD's and what kind and whether Seagate will be part of the market begs the longer term question as to whether PC's for games is pretty short sighted. Isn't Oracle betting that its not just disk drives that will be outmoded but PC's. With the technology advancements that continue to move exponentially forward isn't anything less than science fiction quite likely shortsighted? Having muttered this, I am betting that SEG will be well served by a healthy market in the short term. As for the long term - I tend to follow the John Kenneth Galbraith school of thought, "in the long term we are all dead." I'll take my profits short term, thank you very much. <hmmm, looks like the shortterm today was kind to seg> mt

To: Sam who wrote (3902)	10/23/1997 6:17:00 PM
From: xamir	Respond to of 7841

ALL Is going be another down day tommorrow for disk sector. Applied Magnetics Corp. (APM) 27 1/2 -1 15/16: supplier of magnetic recording heads and of head stack assemblies for disk drives posts a fiscal 4Q net of $0.60 a share fully diluted, well below the First Call estimate for a profit of $0.84 a share, vs year-ago net of $0.51 a share.....

To: Sam who wrote (3902)	10/23/1997 6:33:00 PM
From: Larry Loeb	Respond to of 7841

My understanding of the concept is that, due to excess capacity of the drive makers, the OEMs have the negotiating power. The expectation is that they will be able to shop among the drive companies to get the lowest possible price for the drives they put in the <1000 machines. Due to the capacity issue, the manufacturers are expected to comply, and not with low capacity drives. The positive news associated with this paradigm is that the excess capacity should be absorbed by the excess volumes, making the positions of the OEMs and drive companies more even. This is my understanding of this paradigm. I am not certain of its validity. I welcome comments. Larry

To: Sam who wrote (3902)	10/25/1997 9:56:00 AM
From: Paul Reuben	Read Replies (1) \| Respond to of 7841

In case this hasn't been posted here yet: pathfinder.com@@Wd2wFQUAijdka2/fortune/1997/971110/ten6.html