Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Z Analyzer who wrote (4356)	12/21/1997 12:13:00 PM
From: Box-By-The-Riviera™	Respond to of 7841

side question.....would anyone be willing to comment on the quality of maxtor drives..... particularly in comparison to other leading brands???? thanks Joel

To: Z Analyzer who wrote (4356)	12/21/1997 5:26:00 PM
From: Stitch	Respond to of 7841

Thanks Z for the kind remarks. But I am continuallly amazed at the overall quality of posts I see here. You and several others do some very impressive homework. Frankly, I think I will learn a great deal montitoring these threads. <Wondering whether you saw this carnage coming> I wish I could tell you that I saw it coming. I've never shorted a stock in my life but may have been tempted. I was dancing around the bonfire while on the other side cold water was being thrown on it. I did feel that Seagate's problems at the high end were deeper then others saw it. But I was totally blind sighted by the extent of competiveness into the lower end. But all of this is easy to say now. Lets see what happens next year. Right now I see a recovery scenario that favors Seagate and Quantum. At the component level I am afraid the scenario seems to favor mostly Japanese suppliers. I do like HMTT however. But much of the small change I reserve for this sector will be in third tier companies like IVAC, and ZIGO. I have also been looking at Veeco (VECO) lately and find it attractive. Best, Stitch