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Technology Stocks : Seagate Technology

STX 296.36

+1.5%

Dec 19 4:00 PM EST

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To: stock bull who wrote (4186)	11/20/1997 12:53:00 PM
From: still learning	Read Replies (2) of 7841

Very interesting post -- my question to you re early mid 98: Assuming (which I do) that everything you said is true -- SEG will continue to struggle, may restructure, and has down quarters ahead for 6-9 months -- When do you think the market will begin valuing based on FY 99 #s and future prospects rather than taking a PE view. As with semi-equip, and chip co's at some point, the market begins ignoring current performance -- if it believes a company is still the market leader and has the wherwithall (sp?) to come back. I believe SEG will be accorded this status at least until the end of CY 98. At that opint it may be seen as faltering and losing out. If a co like QNTM mad a major acquis. or moved significantly into new pdt areas, then SEG may be threatened earlier. As a result of my underlying views, I still see SEG at high 20s to low 30s in May time frame. Your thoughts?

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