Seagate Problems Not Solely Due To Macro Declines, CEO Says
21 Janeiro 2009 - 10:32PM
Dow Jones News
Seagate Technology Inc.'s (STX) recent stumbles are wider in
scope than simply the declining economic environment, resulting
from operational shortfalls and a lack of focus on pushing forward
on technology, said new Chief Executive Stephen Luczo.
"There are significant short-term challenges facing Seagate,"
said Luczo in a conference call to discuss second-quarter results.
"We haven't executed at the level that we are capable of."
Luczo said the current management team has "the highest regard"
for former Chief Executive Bill Watkins, whom Luczo replaced last
week in a management shake-up. And in an interview with Dow Jones
Newswires, Luczo said that many of the steps to turn the hard-drive
manufacturer around operationally have been started over the past
year and need to be continued.
Still, Luczo said it is hard to see when a company isn't
executing if the market is robust, an indication that the current
recession had begun to expose existing flaws in Seagate's
direction.
"The basic issue is really that when you have a management
change, while it is certainly disruptive if it's not planned, the
advantage is it does give you fresh eyes and ears immediately,"
said Luczo. In the current environment, he added, the company needs
to react very quickly to facilitate the necessary changes.
Luczo had served as CEO at Seagate from 1998 to 2004. He led the
company in a well-timed move to go private and then its subsequent
re-emergence as a public company.
Late Thursday, Seagate reported a fiscal second-quarter loss on
a sharp drop in revenue, cut its quarterly dividend by 75% and
forecast third-quarter revenue below Wall Street expectations.
Seagate shares were recently down 4% at $4.08 in after-hours
trading.
Seagate's outlook through the rest of the year mirrored the dire
views of other computer parts suppliers, and Luczo said the
difficulty now was developing the flexibility to quickly react to
changes in the market.
"The reality is until the end of June, we're not going to have
any visibility," he said.
Seagate needs to sustain its improving product execution to
begin gaining market share back from rival Western Digital Corp.
(WDC), he said, though in the conference call, Seagate executives
said they don't expect any changes to occur through the company's
fiscal third quarter.
Once market-share numbers begin to shift, Luczo said, "they move
for a reason."
"The only way you only gain share - sustained gains of share -
is through product execution," he said.
-By Jerry A. DiColo; Dow Jones Newswires; 201-938-5670;
jerry.dicolo@dowjones.com
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