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Strategies & Market Trends : Z Best Place to Talk Stocks

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To: Larry S. who wrote (20096)	6/18/1999 1:56:00 AM
From: Mike Kehler	Read Replies (2) of 53068

Speaking of different tech field sectors, what do you think of SEG here? I have been following them for some time and think it is looking attractive at current levels. I think recent pressure is mostly caused by QNTM and WDC warnings (fear of SEG warning/earnings) and possibly also somewhat effected by recent VRTS transaction (they offered seagate software holders an exchange for SEG stock that recently - on Tuesday afternoon I believe - became liquid). I am somewhat concerned by the nature of the industry (cyclical), but everything I read seems to indicate that they are doing well in their market as of late (unlike the previous 1-2 years). I am interested to hear what you (and others) think of this pseudo-commodity play ("pseudo" because of their significant holdings in software companies). Mike

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