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Technology Stocks : WDC/Sandisk Corporation -- Ignore unavailable to you. Want to Upgrade?

To: Starlight who wrote (9623)	3/14/2000 12:24:00 AM
From: Craig Freeman	Read Replies (1) \| Respond to of 60323

Elizabeth, call me dense but a year ago the analysts hated SEG and the stock was meandering around $30. Now it's hot stuff. Since SEG held essentially the same stocks then as it does now, what changed? If the answer is "the Tech rally", do you think that SEG will get to cash out before the bubble bursts? SEG has a P/E <17 and the stocks it holds have P/Es in triple digits. My degree in Finance tells me that none of this makes any sense. Perhaps I should turn my portfolio over to my 11-year-old and learn how to play Bocce ball :-) (-: Craig