SI
SI
discoversearch

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: GR who wrote (4500)1/10/1998 5:21:00 PM
From: Stitch  Read Replies (2) | Respond to of 7841
 
GR, Many thanks for your comments but I think you have misinterpreted at least some of what you read. There is a lot of "doom and gloom" to comment on here simply because the companies themselves are releasing bad news on an almost dailey basis and that has been going on now for some time. But I suspect that you will find that many of us here are spending more time calculating a point in time to make a trade with profitability in mind, whether short or long. I havent seen much posted that would argue with you about the demand curve. In fact, the group posting here are very familiar and conversant in the demand curve prognostications. The demand curve has risen inexorably and will continue to do so. But investors buy for value with ROI in mind. Timing is everything, especially in cyclicals like the DD sector. That is because in a business where technical performance and competition is so high, a rising demand curve isnt enough, alone, to make the decisions about investing a "no-brainer". In fact, it has proven to be quite a challenge.
Best,
Stitch
Best,
Stitch



To: GR who wrote (4500)1/17/1998 11:40:00 AM
From: Robert B.  Read Replies (1) | Respond to of 7841
 
>>Secondly with share prices so low,some consolidation is very possible. If i was One of the majors,i would certainly like to buy out my competitor at a bargain basement low.<<

This is probably wishful thinking, but is there any possibility that Seagate could be an acquisition target, or is it too small? By whom? Fujitsu? IBM? When industries consolidate, the big fish is not always the one which survives.