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

To: Stitch who wrote (5336)	7/31/1998 9:30:00 AM
From: John Chen	Read Replies (1) \| Respond to of 7841

Stitch,re:"trivialize". Thanks, I knew I would be had with simple/no understanding of the industry. Even manufacturing is no simple task. Look at DELL and CPQ, they probably have the right manufacturing process (and DELL has better model in the cost side). I probably imply the 'number of engineers' vs 'expertise/specializaton of the engineering'. Kind of like drug company, a small amount of PHDs doing the research with a well run lab. Is HDD a commodity industry? I think it is and that tend to add to the cyclical nature. The innovation and staying ahead is part of high-tech survival must. SEG/QTMN seem to be BIG-2, unless things that we don't know(then we can't blame ourselve for unknown) happen, leaders always rebound faster and better on the curve. While the industry is in turmoil and appears to be at bottom, it's probably a good trading environment knowing it doesn't have much to go down (well, what do I konw about stock, I'm still working and hopefully stay employed until kids finish college).