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

To: Gus who wrote (1384)	10/31/1997 8:19:00 AM
From: Frodo Baxter	Read Replies (1) \| Respond to of 9256

>Yawn. Btw, IOU 1 beer only. <eom> That's because Don Quixote didn't pick up the gauntlet. Reread #941.

To: Gus who wrote (1384)	10/31/1997 12:28:00 PM
From: Z Analyzer	Read Replies (1) \| Respond to of 9256

Has Seagate given any indication in the last two months that they will not destroy the pricing restraint which all the drive companies had previously supported? The last conference call was anything but reassuring in this respect. Would not want to be in WDC after the strong Dec quarter if SEG plans to be aggressive considering that their vertical integration and higher areal densities could give them a big cost advantage in the March quarter.