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To: Stitch who wrote (5266)7/17/1998 9:16:00 AM
From: robert b furman  Respond to of 7841
 
Stitch I sort of like being a hi tech GEEK.It certainly has improved my net wealth.Guess I'll just have to learn to live with myself :-)!



To: Stitch who wrote (5266)7/17/1998 9:53:00 AM
From: Sam  Read Replies (1) | Respond to of 7841
 
Stitch and thread,
I listened to SEG's CC last night.

A question for discussion: Do you agree with their assertion that non-vertically integrated drive companies won't be able to compete in the sub-$1000 market? They said the same thing either last Q or the one before, and, as I recall, some people on this board said that that was "nonsense". Don't recall who it was, though.

FWIW, I thought that the call was cautiously upbeat. Sounded tough, pretty straightforward, even though they declined to answer a number of questions. They are focussing on doing what they do better.