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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 140.23-8.9%Nov 20 3:59 PM EST

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To: Stitch who wrote (7641)12/28/1999 9:27:00 AM
From: Kevin Linder  Read Replies (1) of 9256
 
Stitch/All -- It's finally nice to see someone talk about SEG's DRGN holdings. With all the attention being focused on VRTS it seemed like everyone forgot about them...

Its also easy to start wondering about the valuation of SEG Software. Lots of developmental and seed work has been done the last year or two to expand the markets for SEG SOftware products. It looks to me like SEG has done a fabulous job getting distributors on board and building relationships with VAR's. Shouldn't that mean faster growth rates down the line? Can't the relationships be leveraged for the distribution of Xiotech products?

I hope the Quarterly conference call focuses on these subjects as well as the VRTS holdings....

Kevin Linder
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