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

To: Z Analyzer who wrote (4352)	12/20/1997 6:21:00 PM
From: Stitch	Read Replies (2) \| Respond to of 7841

Z, Thanks, I do not normally get in on the calls from here. And I havent seen remarks about inventory. So, is the consensus that more inventory is the answer? When products shift is there risk of being caughtr with inventory? Were there any remarks about how much more inventory? I guess am making too big a deal of it. You are up early on a Saturday morning. :) Best, Stitch

To: Z Analyzer who wrote (4352)	12/20/1997 7:12:00 PM
From: Frodo Baxter	Respond to of 7841

This is tricky, because of the fad to pretty up balance sheets without changing underlying fundamentals. Since all the rage is to drop inventory turns, box makers have taken to forcing drive makers carry inventory on their books without changing operations too drastically. I think I read recently that Dell has their suppliers open warehouses in Texas to stock their inventory for them. Quantum has mentioned that they already carry all their OEMs' inventory on their books, so BTO shouldn't change anything.