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

To: Steve Rolfe who wrote (6720)	1/22/1999 12:25:00 AM
From: Stitch	Respond to of 7841

Steve, <<This should give the sector a nice lift. >> I agree. The round of reports are, for the most part, pretty bullish. There was an apt comment on another thread however, that said (and I paraphrase) we will see with these announcements, who the "haves and the have nots" are. The troubling factor is that Fujitsu, IBM, and Samsung do not have to report disk drive sector business details. In any case, based on the reports and what I hear from various contacts we should be in for at least another quarter of improved business levels. I bought QNTM and SEG on the dips today believing we saw profit taking that should turn around soon enough. In hindsight I should have held SEG through it all. I am also short a goodly chunk of WDC believing they are slowly emerging as a "have not". I may get fooled by investor sentiments however. Best, Stitch Best, Stitch