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

To: Robert Douglas who wrote (572)	3/2/1999 10:06:00 AM
From: William Epstein	Respond to of 1989

Robert Douglas; I particularly, like your last comment. I believe, that time will be next year for SEG. PHOTOMAN

To: Robert Douglas who wrote (572)	3/2/1999 3:35:00 PM
From: manohar kanuri	Respond to of 1989

Robert, What is a snipe hunt? Hunting snipers? Scary thought... You raise some good points. Margins on final product: Gateway already functions on a similar jit/bto model. Compaq is moving towards it. Margins attributable to efficiencies will shrink and market share gains enabled by that model will come under threat. Their share of a growing market will stay flat or grow at a decelerating rate in conjunction with a gradual elimination of pricing advantages. Unless Dell has some other ace up its sleeve it has to reinvent itself in some way, shape or form to maintain earnings? I dunno....I follow Dell and the boxmakers from a distance so I might have this all askew.... You're right though, the dynamics of technology and the mechanics of a screwdriver assembly don't exactly mesh... Skipping over your claims to provincialism <g>, or should I say side-stepping? - you really think we'll go back to a design & manufacture landscape? Serious bond bear are you? :) What kind of interest rates do you think that kind of reversion to form will need? mano