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: Sparky65 who wrote (4898)4/15/1998 12:46:00 AM
From: DatcaTG  Read Replies (2) | Respond to of 7841
 
CC notes

Great Conference. These guys Al and his boys have done a great job. The general feeling was very upbeat. Soloman guy and two more said very positive things about the company performance.

Some of the items that were not listed in the previous memos here at SI regarding the CC notes are :

Fibre Channel is picking up with a good uptick ( Some of the top analylist were very quizitive about this

Inventory turn is up. Inventory levels are down

They have a cost and performance advantage over the competitors

Low cost drives are coming up. Sub 1000 arena will be a profitable buz.

There are more but I strongly urge all investors interested in DD to listen to the CC.
Seagate will move up tomorrow IMHO