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Technology Stocks : Seagate Technology

STX 266.87

-1.2%

Dec 2 4:00 PM EST

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To: William Epstein who wrote (6476)	12/20/1998 11:56:00 AM
From: TEMFASSBAL	Read Replies (2) of 7841

William <<They will do it over a period of months and years.>> As you know I agree with you in general that SEG is headed higher...I would only say that IMO it will not be a strong move over years...it will be over months....the cycles of the drive business are to unpredictable to leave it hang that long (years)....it will (IMO) move up rather quickly to a level (I have no idea where, depends on the Q numbers and their relative strength) and base again...from there the direction depends on the forward visibility of the drive industry...FWIW Tim

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