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Technology Stocks : Seagate Technology

STX 262.56

-7.3%

Nov 13 4:00 PM EST

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To: grogger who wrote (7189)	4/3/1999 1:50:00 PM
From: William Epstein	Read Replies (2) of 7841

Rob Groog; Please forgive me, I got the symbol wrong. It's KMAG, right? BY THE WAY, I want to make the point as Stitch has before me that you must be careful about drawing inferences. The DD industry is well established and much more complicated than a bunch of news reports. Although, SEG's earnings may or may not be on track (I don't know) KMAG's warning may have nothing to do with them or a great deal to do with them. KMAG is a separate business with its own set of problems. So far, we have no direct evidence that SEG isn't doing, as well as, projected although, they probably won't exceed the consensus this quarter. I'll stay with that for the next 2 weeks. PHOTOMAN

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