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

To: Hungry Investor who wrote (520)	2/17/1999 7:09:00 PM
From: Stitch	Read Replies (1) \| Respond to of 1989

Scott; <<To further this discussion it takes a great amount of resources to track and deal with so many distributors - from accounting to shipping to testing for bogus DOAs to relationship continuity - this is probably a blessing for Seagate. I bet a bunch of employees are thanking management for this one. Shareholders too. Reduces risk.>> I agree. SEG's move to consolidate their channel is a good one and actually borrows from something I first heard said by Chuck Haggerty at WDC who appears to have not heeded his own advice. The link is long lost but Haggerty acknowledge how the BTB/JIT model in the PC business would drastically change the channel management challenges for the DD maker and as much as hinted it would require consolidation of those channels as well as consolidation of supply lines. He made those comments early last Summer as I recall. Afterall, contraction is sorta the natural follow up to a swift kick in the gonads. How one can suck in so much air and still manage to "get small" has been a trick of physics that only the dd industry, and the victim of the metaphorical mayhem referenced, can so effectively demonstrate. Less is more. For sure. That sends a scathing wind throughout the sector's food chain IMO. Jeez,... about time. I'll find the time to buy more SEG manana. best, Stitch