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Strategies & Market Trends : Z Best Place to Talk Stocks

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To: Mike Kehler who wrote (20099)	6/18/1999 11:04:00 PM
From: Greg Jung	Read Replies (1) of 53068

Hi thread. My 2c: SEG CPQ Quantum looks healthy after its warning but its such a dodgey business... Seagate is the leader and will be there in all aspects, notably see recent IPO Brocade, Ancor, EMLX getting huge valuations. So there's still interest in the field but mostly fanciful speculation . Seagate will warn or simply disappoint, if they could do it soon and get a minimal price effect such as happened to Quantum, it would be great for a run. CPQ - unbelievable how bad it is yet the stock price didn't deflate. Soon there will be a brief period when it is available well below 20 but at that time there should be so many other better quality bargains, why Compaq. If they were more concentrated in the acquired businesses it could be interesting but they will be 80% PC box for a while, who needs that grief. My own holdings include AGTX, UPUP, AGS, and ST for some obscure names that might be interesting to those here.

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