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

To: William Epstein who wrote (5334)	7/31/1998 9:07:00 AM
From: John Chen	Read Replies (1) \| Respond to of 7841

William Epstein,re:"demand...". It's cheaper to buy more storage than to constantly managing the 'what/when' to remove. Once you own a house, things just start accumulate, so is PC and computer. Demand is there, it's the supply/demand equation as well as do one have the right product at the right time and right price. Standard offer for auto. That would be awhile and probably only for the upscale cars that have 'good shocks', not for the everyday people, like my corolla. I think the multi-media applications would explode the usage at least 10x (a number grab from the air, not the IDC's kind of 'accurate forcast'). I believe the demand number itself will surprise any forcast, the supply side would depend on the intelligence of the HDD companies. The curves (supply/demand) always cross over in a cyclical manner on well defined products (oil,gas,auto,HDD,memory,house). Amazingly it's just part of human/nature. I remember SEG CEO announced the 'HDD bottom' a month or so back. It is probably close but not controllable by himself. To be safe, one might want to wait to invest in HDD and wait for concrete evidence of the supply/demand problem is resolved. Either way (wait or now) should make money. You can buy SEG at 20 and sell at 30 or buy at 15 and sell at 20 or something like that. Money will find you if you work to find them. Anyway, I don't think SEG is too big to be innovative, excuse me if you please, it's more in manufacturing than design. Of course, the design team has lot of challenge and work to do, but they should be small in ratio. Correct my perception on HDD companies please. I'm kind of referring to any INTEL pentium project may involve 100's of engineers with multiple projects in parallel.