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

To: Duker who wrote (641)	3/9/1999 8:03:00 AM
From: hcirteg	Read Replies (1) \| Respond to of 1989

Duker- When did this come out? It is in line with my whole theory that the desk top sector is all in a bad qtr. Yesterdays news of a 50-60 MM charge was surrounded by a bunch of fluff PR....a friend at the office called it "dressing for the turkey." THanks for the update...not that too many wanted to hear that. I especially am concerned about the kryptic nature of his responses...to me it seems like he is hedging his bets and the qtr. will not meet expectations. Maybe the $$$ already has this built in. I still think one of the Hard drive co.'s will pre announce an earnings shortfall this week. Just a WAG. HC

To: Duker who wrote (641)	3/9/1999 8:45:00 AM
From: William Epstein	Read Replies (1) \| Respond to of 1989

Duker; If this is really true and it doesn't sound like crap then it pushes out recovery, maybe for a very long time. THIS MAY CHANGE ALL OF MY ASSUMPTIONS. The one positive thing he said was that the high end business is doing very well. I've always thought, in the long run, SEG's high end business would be their salvation and the source of improving margins. Let us hope so. Maybe the insider selling meant something after all. THANK YOU. PHOTOMAN