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Pastimes : James Cramer Skeptic Thread
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To: Phantom Dialer who wrote (150)6/18/1998 6:17:00 PM
From: TorturaSunshinl   of 1254
 
I don't know why you wrote this message to me but:

1. Many people believe segate is undervalued based on the performance of it's software division alone. Unlike WDC and QNTM, SEG is not purely disk drives. I tend to just avoid it all together, I play sectors. When the sector turns tho, SEG will be the first place I step in.

2. It's the PC business/Asian problems that have been doom and gloom, not necessarily ALL semis. Some communications chip makers and specialty guys (TDFX, USDI) are pretty decent.

Cliff
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