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To: Mike Kehler who wrote (20099)	6/18/1999 3:39:00 AM
From: Larry S.	Respond to of 53068

SEG: 207.95.154.130 chart shows strong support at 27 and recent history suggests a base building in this price range. Stochastics indicate oversold condition. Not familiar with software component of SEG. Fundamentals of the company indicate strong cash position. None the less, competition in the sector is fierce, and likely to remain. The emphasis on low price boxes will keep pricing under sever pressure and capacity seems to be exceeding demand due to ramp ups in recent years. While the chart is appealing, I don't personally find SEG attractive for investment at the present time. Other tech sectors that are of more appeal to me are telco equipment suppliers and net switching co. COMS 207.95.154.130 has more appeal to me than SEG. In the same price range, and different industries, I like RAD (Rite-Aid) and ABF (AirBorne Freight) larry

To: Mike Kehler who wrote (20099)	6/18/1999 11:04:00 PM
From: Greg Jung	Read Replies (1) \| Respond to of 53068

Hi thread. My 2c: SEG CPQ Quantum looks healthy after its warning but its such a dodgey business... Seagate is the leader and will be there in all aspects, notably see recent IPO Brocade, Ancor, EMLX getting huge valuations. So there's still interest in the field but mostly fanciful speculation . Seagate will warn or simply disappoint, if they could do it soon and get a minimal price effect such as happened to Quantum, it would be great for a run. CPQ - unbelievable how bad it is yet the stock price didn't deflate. Soon there will be a brief period when it is available well below 20 but at that time there should be so many other better quality bargains, why Compaq. If they were more concentrated in the acquired businesses it could be interesting but they will be 80% PC box for a while, who needs that grief. My own holdings include AGTX, UPUP, AGS, and ST for some obscure names that might be interesting to those here.