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

To: Stitch who wrote (6749)	1/27/1999 12:51:00 AM
From: Steve Research	Respond to of 7841

KOMAG had blowout earnings after the close, should be good for SEG.

To: Stitch who wrote (6749)	1/27/1999 12:28:00 PM
From: Sam	Read Replies (1) \| Respond to of 7841

Stitch, A small correction: As per QNTM's last CC, CPQ was their largest customer at 14% of revenue, HWP was second at 12%, no one else greater than 10%. They listed GTW, AAPL, IBM and DELL, in that order, when talking about their next largest customers, but didn't say if the order meant anything and no one asked. When talking about revenue, though, they are talking about total revenue, not just disk drive revenue, so it includes SSD and DLT stuff as well. Perhaps also ATL and media cartridge revenue, don't know if that is the DLT part or not. Also, SUNW is a large SEG customer, perhaps even second after EMC. Used to be sole source, but I think that Sun has branched out in the last year or so. FWIW. Best, s.