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Technology Stocks : Seagate Technology
STX 258.21-1.7%Nov 14 4:00 PM EST

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To: William Epstein who wrote (6079)10/26/1998 3:46:00 PM
From: David Jones  Read Replies (2) of 7841
 
When I have money sitting in a stock that is down a bit. I consider it sleeping money not money lost. I can feel this way if I'm in a company that has strong fundamentals, deep pockets, and good enough management that they'll be here two years from now. SEG fits that bill in spades.
When the ship sinks as did the DD sector then you want to be in the biggest life boat to weather the storm, SEG.
You wait two years from now 23 is going to look like a no brainier. There putting drives in tv tuners [non computer platforms] and bigger faster drives in there established customer base, with a strong move into software. There's not a whole lot more they can do but watch the pennies. fwiw=0.00

Dave
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