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

To: Stitch who wrote (4842)	4/11/1998 2:04:00 AM
From: Frodo Baxter	Respond to of 7841

>Look for a young girl in a rain shower? I thought you were querying me about my lechery when I first read that. >Hey, you think there is any truth to a relaxing of the excess inventorys at the high end and Seagate worming back into a lead position there? Yeah, I believe SEG has worked down the distribution inventory that they created last summer... they neglected it during the Xmas quarter, hoping for a good seasonal spike that never occurred. They also have a lot of inventory on the books, too, and I would assume they would use this quarter to work those off, as well, as I surmise they're pretty chintzy units. But these are all finished goods. The central question is, what products did SEG build during Q1, and how much? In last quarter's cc, they said Q1 would depend a lot on the 4 main products, which I believe are very scarce. So were they still building their old .9G/disk high-ends and 1.3G/disk desktops? Or where they prepping the ramp for the newer stuff? From what they said about the MR transition, it would seem the old products are winding down... and if the ramp for the new products weren't going too well, wouldn't that explain why some of SEG's newer drives are on allocation? Hmmm... ultra-bearish, say 1.4-1.5B revenue. On the other hand, I'm not sure I still want my money on the table to find out. Especially with that Street nonsense about future outlook. Then again, Master Market finally creamed AMD, despite Jerry Sanders's increasingly unreliable projections. In short, I don't know. But I'm very verbose.