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


To: Daniel Liberty who wrote (5234)7/14/1998 6:08:00 PM
From: TechMeister  Read Replies (2) | Respond to of 7841
 
CC Summary:

High end: new products getting qualified at many OEMs. Strong acceptance. Pirces stable. Looks like this is the jewel in the crown.

Desktop: Still compteteive, but SEG improving its foot-hold. New products coming out soon.

Heads: technology is catching up. 10% heads from other sources.

Software: flat revenues from last quarter.

Tape & Quinta: on plan to demo by COMDEX.

Gross Margin improved, Inventory in the channel decreased slightly from last Q to 7.3 weeks. I think the CC was very bullish. Stock should go up from here. No doubt about that. Count the number of upgrades tomm...



To: Daniel Liberty who wrote (5234)7/14/1998 6:11:00 PM
From: HTO  Read Replies (1) | Respond to of 7841
 
Do you have a replay number for the CC?



To: Daniel Liberty who wrote (5234)7/16/1998 9:53:00 PM
From: lam  Read Replies (3) | Respond to of 7841
 
after seeing analyst reports/articles, the conference call was obviously far from upbeat. I have finally learned my lesson not to pay any attention to the bozo's who post on here; you're all just tech geeks that don't understand Wall St. at all...