The Justa & Lars Honors Bob Brinker Investment Club Message Board

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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club

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To: Justa Werkenstiff who wrote (6823)	7/16/1999 12:29:00 PM
From: Carl R.	Read Replies (2) of 15132

Actually a significant portion of the value of SEG comes from areas other than disks. My understanding is that they have a very sizeable stake in VRTS, Dragon Systems, and also have some Business Intelligence products that compete with COGN, BOBJ, and BRYO. I believe that these products are worth about $20/share or a little more. Carl

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