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


To: William Epstein who wrote (6952)2/26/1999 10:52:00 AM
From: TEMFASSBAL  Read Replies (2) | Respond to of 7841
 
PHOTOMAN
This mass downgrade at CPQ is driving all techland lower but often these downgrades are very close to bottoms also...they get their good customers out ahead and then buy back at lower levels...if you notice the earnings revisions are -.05 for the Q AND the year...it appears Jan was a tough month for the box makers....what I find funny is EMC's CEO is on Sqwauk Box yesterday saying the HDD sector (specifically mentioned SEG and IBM) is in good shape and pricing is in balance...we'll see but I like our risk reward on these options.
Tim