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

To: Gus who wrote (4334)	12/18/1997 3:25:00 AM
From: Stitch	Read Replies (1) \| Respond to of 7841

Thanks Gus, Das is a brilliant guy and Genesi has some stripes so it will be interesting. I think the Seagte factory in Cebu PI is going to be run out of Malaysia where most of the heads are manufactured already (in Penang and Ipoh). The ops in Thailand are head stack assys and disk drives as far as I know. Not that it is a big point. I have heard that Seagate had some plans to do a head plant in Medan Indonesia as well but that got iced. I saw the Haggerty interview but what I want to know about is INVENTORY! Thats the biggie in my opinion. Not whose hand he has to hold. I agree with you about the component guys getting heat in these situations. Look at APM amd Komag. I am still scratching my head on Stormedia and Akashic. I just dont figure it. Whose process is going to win? Does Stormedia need Akashic's substrates? For what customer. They've lost theirs (Microplis, W-D dwindling, Samsung on the ropes) What gives? I really dont get it. The APM doubling of shares snapped me awake. I wasnt aware of it. Many thanks. Its really intrigueing. I got Geenen's forecast. But you are right...he has a whole lot of ifs. Best, By the way...any reason to even mention MIG anymore???

To: Gus who wrote (4334)	12/18/1997 6:26:00 PM
From: Stitch	Read Replies (1) \| Respond to of 7841

Gus, Rethinking what I said about Haggerty's comments I realize I was a bit too glib. While I still think that the conversion to a JIT/Custom Build model will put pressure on drive maker inventory management it does make a big diff to W-D as to whose hand he is holding. Issues of visibility, sales deployment, collections, etc. come to mind. I think its a big deal. For example, we have Quantum saying they are going to concentrate on large OEM business. But is that business going to be the same. Seems to me there is a wind of change blowing that may cause the drive makers to change the way they do business just when they need all the help they can get. I would really like to hear other thoughts on this subject. Best, Stitch