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Technology Stocks : Disk Drive Sector Discussion Forum -- Ignore unavailable to you. Want to Upgrade?

To: Sarmad Y. Hermiz who wrote (8888)	10/30/2000 10:49:22 PM
From: Kevin Linder	Read Replies (1) \| Respond to of 9256

<<<<<Are holding anything here besides SEG, (if you still have that)?>>>>> I still think SEG is a good buy because I see good growth rates for Veritas. SEG was a scalp that ended up lasting a heck of lot longer than I wanted it too, but I like the growth in the storage sector and I think VRTS is well positioned against EMC. I also still like some of the old traditional economy stocks -- GM; DIS; Walmart. It think AT&T might be a good short and so might LU. New economy stocks I think have to be chosen with care and forethought -- ORCL; SUNW; and (yes even beaten down INTC) all seem good buys at this level... I think Lawrence Kam, William Epstein, Stitch and I used to refer to the accounting manuevers that SEG and the other Disk Drive makers continually play from quarter to quarter. Its a tax lawyer/accountants dream come true -- but an investors nightmare... Kevin Linder