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

To: Yogi - Paul who wrote (781)	4/12/1999 12:30:00 AM
From: Frodo Baxter	Read Replies (1) \| Respond to of 1989

>Anybody else thinking of throwing a ton of bucks at Seagate tomorrow if it gets hammered early? Nope. I think Quantum will have a much better chance of seeing sequential revenue growth Q2 vs Q1 and Q3 vs Q2... Seagate will likely be flat or worse. Also, I'm bullish the tape tracking stock will eventually garner a 25-30 P/E, while the disk tracker should as least have the P/S as WDC. I've been doing some work on historical free cash flow on certain component makers. Man, it is a stinko capital intensive biz! On the bright side, that Edgarscan link you provided really makes modeling this stuff pretty easy.