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

To: Larry Brew who wrote (4076)	11/11/1997 5:44:00 PM
From: Golfer9	Read Replies (1) \| Respond to of 7841

For those who want to deal in reality see James Cramer's comments today on the disk drive companies. thestreet.com Unlike some people on this thread Cramer does run real money and does not like to lose money. Making money hopefully is why someone owns or shorts Seagate's stock. If you think that their disk drives are great fine, but remember the second word of this site is Investor. The goal, I hope for people who use Silicon Investor is to make money in stocks that are going up and down. Remember, WB's first rule is not to lose money and his second rule is not to forget the first rule and I think that rule with regards to Seagate has been forgotten.

To: Larry Brew who wrote (4076)	11/11/1997 10:18:00 PM
From: Gus	Respond to of 7841

"Micron Electronics has taken the 1st step with it's introduction to a zip 'a' drive offering. Opinion?" I'm not too familiar with the zip 'a' drive. I do know that ACER tried to peddle a $500 computer with a zip drive instead of a disk drive a few years ago, but it didn't sell too well even in price-conscious China. BTW, some analysts have noted that because a disk drive can account for up to 25% of the cost of materials of a PC, the PC makers are adjusting their disk drive capacities downwards, among other variables, to meet their margin goals. Since the sub-$1,000 PC is the fastest growing segment of the market, the practical effect may be that the buyers of these PCs may end up buying a ZIP or a Syquest or even a new hard drive to add storage down the road. IDC, a technology research firm, is already on record as saying that the number of disk drives sold for every PC sold will go up from the current 1.5 DD/every PC sold to 2.0 DD/every PC sold in the year 2000, reflecting what is expected to be a stronger aftermarket for disk drives. Gus