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

To: LK2 who wrote (827)	4/16/1999 10:30:00 PM
From: Duker	Respond to of 1989

Twaddle ... to paraphrase Mr. Munger. --Duker

To: LK2 who wrote (827)	4/17/1999 4:34:00 AM
From: Z Analyzer	Read Replies (1) \| Respond to of 1989

<<The tide has lately begun to shift, as Seagate has introduced its third generation of high-end offerings, while IBM remains on their first generation -- according to Olde Securities analyst Jeff Van Rhee. This division is expected to help Seagate meet or exceed expectations in the next quarter, but the momentum could be tempered, as Fujitsu steps-up efforts to take market share in this segment. >> The biggest clue this guy doesn't know what he is talking about is that he quotes an Olde analyst.

To: LK2 who wrote (827)	4/17/1999 5:37:00 PM
From: Henry W Singor	Read Replies (1) \| Respond to of 1989

I think this guy needs to wake up and smell the coffee. If pricing pressure is tough then even with tough pricing we have the undeniable fact that Seagate made money. Since when do you back a companies cost cutting measures out of their results. Are IBM's much improved results to be discounted because they were largely due to cost cutting. This Analyst: Chris Bulkey is putting a negative spin on a very good quarter. Having himself recommended buying Seagate in January at $39 and now recommending selling at $28 you have to wonder just who's side he's on. Henry