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

To: Tom Simpson who wrote (7779)	4/25/1998 2:56:00 AM
From: shane forbes	Read Replies (1) \| Respond to of 9124

Tom: On my seagate 87,000 current quarter headcount I pulled that from memory. I think I first heard about it during the c.call when they mentioned a 13% headcount reduction in the current q. Anyway I did some searching to try and pacify you guys here (since it would look totally embarrassing to be mis-quoting too many times) and guess what - found a source: [Ironically it's at the same Seagate website where you hmmmmed... seagate.com 86,963 in Q3FY1998 ie., 87,000 approx. ] (General Question to thread: Is this thread the thread of painful nitpicking or what!!! Or better yet the thread of desperately looking for the trees and completely missing the forest thread... - humor...) More serious question to thread: Does anyone know in general what the approximate cap.exp spending for this industry is as a group? It would seem to me that if we can detect a marked reduction in the cap.exp. spending from last year and the recent additions then capacity and supply must be coming in line. Of course new competitors are always a pain and those located overseas have perhaps financials that are trickier to locate but nevertheless it seems to me that a cap.exp vs. GB or some such measure of unit volume would be interesting to benchmark. If no one has it I might check into it. Looking at the SEG 12 month run-rate for cap-exp it appears to have dropped off the proverbial cliff recently. Shane.