Seagate Technology | Stock Discussion Forums

To: Andy Yamaguchi who wrote (62)	6/16/1996 2:13:00 AM
From: Matthew Shaun Koch	of 7818

Like it or not the Zip is nipping into sales for Quantum and Seagate. I had the choice of augmenting my already strained hard-drive by buyeing a 200 dollar HD or paying 200 bucks for a Zip and have the more memory easey whenever I wanted it. I chose the zip. I suspect that the margins on after market HDs is much better than the margins for HDs sold to OEMs. Zips and Jazs are eating into this market. Companies that thrive on after-market sales to pad the profit lines will take a hit this and following quarters because of the IOMG effect. And, Andy you totaly neglected to mention the effect of Jaz sales. Why would anyone buy a HDD when you could have a drive that is portable and which can be added to permanently. I have been picking over which of the HDD makers to short. My only concern is that one of them might get bought out while I'm shorting. Seagate is the most diversified in it's products. Quantum has hit bottom for now. Western Digital hhmmm... maybe. I am not an IOMG shareholder but you are a fool if you don't give full due to how the company is changing the dynamics of the storage market. Don't be a naysayer simply because you missed the bandwagon. And I am not long on IOMG, I just know a good company when I see one. Shaun Koch

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To: Matthew Shaun Koch who wrote (67)	6/16/1996 3:57:00 PM
From: wesley ebisuzaki	of 7818

> Like it or not the Zip is nipping into sales for Quantum and Seagate > I had the choice of augmenting my already strained hard-drive by > buyeing (sic) a 200 dollar HD or paying 200 bucks for a Zip ... Do the math: For $200 I can get a 1.6 GB hard drive. For $200 I can get a Zip drive with 1 zip disk (100MB). Buying 15 more zip disks (to get 1.6GB) will cost 15*15 = $225 for a total price of $425. For $400 I can get two 1.6 GB hard drives. On the other hand ,I would need 1 zip drive plus 31 extra disks for a net cost of $665. How is the zip drive nipping into the sales of SEG, QNTM and WDC? If you need disk space, only a hard drive will do. The zip is selling well because people need to transport data and floppies are too small.

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To: Dantes who wrote ()	6/16/1996 4:37:00 PM
From: Xavier B.	of 7818

DON'T KEEP OR BUY ANY SHARES OF HARDDRIVE MANUFACTERS!!!!! There is no future for this business.... Quite everybody now has a big Harddrive and is only going to change CPU or its motherboards in future. You just have to ask yourself the following questions: How many harddrives did I buy in the past.(in my case nearly every year; from 20MB ...to...2GB). Next question: When am I going to buy my next Harddrive. Answer: I just can't answer as I don't think that I will ever need more than 1 GB (especially as Internet growth that fast and you find more and more on the Internet...the more you find on Internet, the less you need to buy huge programs to install on your harddisk.... Any comments to this....!!!!

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To: Xavier B. who wrote (69)	6/17/1996 3:11:00 AM
From: Chuck Kung	of 7818

Wrong, not everyone has upgraded their hard drives and not everyone in this world owns a workstation or PC, only 30% of U.S. homes have a PC and that's just the U.S. There is much global growth left for PCs/workstations. And, I disagree what you said about the inverse relation between internet growth and hard drive capacity needs. I don't think that I will ever need more than 1 GB (especially as Internet growth that fast and you find more and more on the Internet...the more you find on Internet, the less you need to buy huge programs to install on your harddisk.... The more you find on the net, the more you download and store locally. In other words, more data is avaliable for replication. Also, I recall people once saying that they would never need more than 20Meg.

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