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To: Xavier B. who wrote (69)6/19/1996 6:26:00 PM
From: Stephen Leung   of 7818
 
Seagate diversifying

In the Wall Street Journal, Seagate is purchasing a UK software company. I guess the harddrive business is changing. Probably see some consolidation in harddrives. I believe there will still be a steady demand for bigger harddrives but with the advent of Iomega's Jazz drive (1 GB storage , 12 ms access time), I see a future decline in harddrives.

I have 2 harddrives and they are both 1 GB >, and I still find I am running out of room. Don't forget programs these days are monsters and can eat up to 1/10th of a GB harddrive really fast.

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To: Xavier B. who wrote (69)6/20/1996 3:47:00 PM
From: Donald B. Fuller   of 7818
 
Xavier,

If you see a nice graphic intensive thing on the internet that you would like to save, what do you propose to download it onto?

Don

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To: Donald B. Fuller who wrote (75)6/21/1996 2:48:00 AM
From: Bobbie Lee   of 7818
 
Xavier, I have 2 Gig on my workstation at work and it is not enough at all. Have you ever work with a 45 MB graphics file? Do you realize how huge files can get when they are rendered for 3D modeling? Do you trust getting software from the internet and store all of your personal stuff at some remote location in the future on the net? People will need harddrives no matter what happens in the next five years. This subject of storing personal stuff(ie Financial records) on some remote site was mentioned in the paper I read maybe six months ago?(I do not remember the exact date) and the majority of the people perfer to store their data at home with their own equipment. The internet is very open and your info are sometimes not secure. Regards,

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To: Bobbie Lee who wrote (76)6/21/1996 6:27:00 PM
From: Donald B. Fuller   of 7818
 
By the way, for all the announcements of the death of the HDD industry, has anybody talked to investor relations @ SEG to see if there really is this big HDD slow down? I think QNTM has some big company specific problems that may or may not be appropriately extrapolated to SEG, which, by the way, looks quite attractive to me at these prices.

Don

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To: Donald B. Fuller who wrote (77)6/21/1996 7:29:00 PM
From: James B. Barnes   of 7818
 
I have not, and it's beginning to look like there are at least two that aren't healthy, QNTM & Maxtor. It's not been a piece of cake for SEG, but it makes me think that with SEG's position as the market leader they are making it rough on their competitors. This may bode well for SEG as time passes. I don't know how WDC is doing.

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To: Donald B. Fuller who wrote (77)6/23/1996 11:16:00 PM
From: David L. Hachey   of 7818
 
Don;

Something must be amiss in the drive industry. I just bought a 1.6 GB Conner drive from Computer City for $199! Great deal, but I went through hell to reinstall the software on my Win95 PC. With bargains like this, HD sales should pick up. I also bought some 2.1 GB drives for workstations in my lab.

I don't currently own SEG stock, but I may take a nibble if prices drop much lower.

Dave Hachey

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To: Donald B. Fuller who wrote (77)6/24/1996 5:44:00 AM
From: Bobbie Lee   of 7818
 
Donald, I am not sure about the HDD slow down situation but I do know about HD prices. Fry's Electronic had Western Digital 1.6G (10ms, 128k) for $214. I bought a Seagate 1.3G (10.5ms, 128k) for $199 two weeks ago. The price is now back to $209. I have a few friends who sell and work with computer components and they all like SEG products very much because they are very reliable.(Western Digital IDE HD are not bad either but I have been told by just one guy not to touch them). I am getting a little worry about SEG now because the most HD stocks are down. ZYGO(zigo)who does business with SEG has seen its prices fall from $60 to around $43 and its accumulation ditribution rating going from A to C(Investors Business Daily). I bought SEG because it still has a 1.3 recommendation rating by First Call(1.0 is the best, 5.0 is the worse) but I am concerned because its stock price keeps dropping. It is so cheap and easy to upgrade one's HD. I just people buy SEG's product so we all can make money!!! There are other HD's that are a few dollars cheaper but why take a chance when important data are stored on the HD? Happy Investing.

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To: Bobbie Lee who wrote (80)6/24/1996 6:44:00 AM
From: Jimmy Parks   of 7818
 
Seagate isn't only in the HD business anymore. They've acquired alot of
software companies. Hopefully they'll be successful in these new areas.

The biggest reason Seagate is down is because of Quantum. Quantum is
reporting a bad quarter.

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To: Bobbie Lee who wrote (80)6/24/1996 3:39:00 PM
From: Donald B. Fuller   of 7818
 
Bobbie,

Actually, I think that if there is a total HDD price meltdown, only the biggest, baddest HDD makers will survive. Not only will they survive, they will thrive, due to decreased competition (assuming, that is, that HDDs are not wiped off the map by some hot new data storage device). I think SEG is the biggest and baddest. I'm holding and/or increasing my SEG position. I also own QNTM but have a much cloudier picture of that one. I am a doc, not a computer engineer, so I may be full of ....

Don

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