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Technology Stocks
Seagate Technology - Fundamentals
An SI Board Since November 1998
Posts SubjectMarks Bans Symbol
1989 20 0 STX
Emcee:  Stitch Type:  Unmoderated
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39 Z, LOL...sorry bout that. Once a writer always a writer. Best, Stitch Stitch-11/9/1998
38 Home networking seems to be the current architecture of choice that will house Gus-11/9/1998
37 <<One datapoint that is relevant: commodity producers tend to sell below Z Analyzer-11/9/1998
36 My understanding was that a corollary of the disk drive industry's equivaleGus-11/9/1998
35 <<The stakes are quite high. We could possibly be talking about a potentiZ Analyzer-11/9/1998
34 <<consolidation needs to take place before the shrillness of competiZ Analyzer-11/9/1998
33 <<Thus I believe that sales for the next 9 months should accelerate Z Analyzer-11/9/1998
32 Carl, <i><<If you are developing your own heads, it can be an advStitch-11/8/1998
31 If you are developing your own heads, it can be an advantage or disadvantage deCarl R.-11/8/1998
30 Skeeter, <i><<maybe the most successful companies will be a a succStitch-11/8/1998
29 Steve, <i><<I think this is a HUGE positive technically that SEG tStitch-11/8/1998
28 I think this is a HUGE positive technically that SEG traded through its year hiSteve Research-11/8/1998
27 roq, nice comments re: vertical integration and outsourcing. maybe the most suSkeeter Bug-11/8/1998
26 Gus, <<60% annual density growth also means that a drive maker is spYogi - Paul-11/8/1998
25 Gus, A terrific, informative, and entertaining even, post. You said: <i>Stitch-11/8/1998
24 Z said, I say....(from the old thread) True, fixed costs are, well, fixed. ThGus-11/8/1998
23 Antoine, Thanks for participating. SEG is a big part of holdings for me and deStitch-11/8/1998
22 Stitch. I believe we have had a great start on this thread. Only a day into taccountclosed-11/8/1998
21 Robert, A very fine post. <i><<My research leads me to believe Stitch-11/8/1998
20 Carl, <i><<I note that "mastermind FYI" repeats the arguStitch-11/8/1998
19 I note that "mastermind FYI" repeats the argument that Y2K will decreCarl R.-11/8/1998
18 I'd have to agree regarding TFI to MR to GMR. It is similar to the 4Mbit tCarl R.-11/8/1998
17 Stitch, you wrote: <I>I think the answer is yes as storage is just too cRobert Douglas-11/8/1998
16 Yes, you are right, of course. I think my wording was a little extreme to makeaccountclosed-11/8/1998
15 Antoine; <i><<However...It isn't clear to me that Luczo would Stitch-11/8/1998
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