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

To: MKL who wrote (4666)	2/10/1998 7:22:00 AM
From: T Bowl	Respond to of 7841

<<Did you also notice that Seagate was not able to maintain share from 1996 to 1997!>> If you want to be a real SEG bear then did you notice they also didn't maintain share from 95 to 96? Sure they grew it from 18.6%(95) to 27.4%(96), but they bought Conner who had sold 12.9% in 95. If you combine Conner and SEG they sold: 95 31.5% 96 27.4% 97 23.1% Of course it doesn't look all that good for QNTM: 23.1, 22.1, 20.1... WDC looked like a star from 95 to 96 then went flat: 13.7, 18.4, 18.5. But at least they didn't lose share(at least until the DecQ). Even IBM looked bad 11.1, 10.3, 11.1. Check my #s of course, but I think they're all accurate from TrendFocus reports. All in all not so good for the US makers IMO. Fujitsu and "other" were the winners in 97. Anyone know what Fujitsu's share was in 95??? And anyone seen a DecQ97 breakout? todd

To: MKL who wrote (4666)	2/10/1998 10:11:00 AM
From: Stitch	Read Replies (1) \| Respond to of 7841

MKL, <<130.5M to 147M units is only 12.6%.>> Yes, sorry, I was recalling another forecast I read from Peripheral Research. I believe TrendFocus is a more recent forecast, and their numbers are a significant downward revision. In any case you mention a much more salient point and that is the issue of making money. Clearly the DD industry was hoisted on its own sword again. I guess I still feel that this cycle will not be much different from previous cycles we have seen and, inevitably, the stocks will rise in value from their current positions. Best, Stitch