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To: Jacky AY who wrote (3994)	11/3/1997 3:29:00 PM
From: Sleeperz	Read Replies (1) \| Respond to of 7841

>>>All numbers are confirmed. There's nothing to debate. However, I doubt how a company should be valued when earning is temporarily depressed due to some temporary problems.<<< I doubt its all due to temporary problems. There are two new competitors in the HD biz these days, IBM and Samsung. cl

To: Jacky AY who wrote (3994)	11/3/1997 7:27:00 PM
From: Certafied	Respond to of 7841

There are numerous books out there besides those involving Warren Buffet. James O'Shaughnessy wrote a book from an objective perspective covering approximately 40 years of market data for what works on Wall Street. Besides price to sales (value indicator) also look at EPS and relative strength (growth indicator) as stated in IBD (11/3/97): EPS Rel. Str. SEG 41 6 WDC 95 25 QNTM 98 95 I am not as confident that the problems are temporary and that earnings are temporarially depressed. (Although todays news has had a positive impact.) Again look to managements statements they do not appear positive. Do you think that Buffet would consider that SEG has a strong controlling interest in the DD industry? I don't think so, and this is an extremely important factor. The new computer standard is WINTEL and not WINSEGTEL. SEG is not as strong as Microsoft and Intel in their respective markets. Comparing SEG's strenght to their strengths offers no comparison. I don't follow Boeing closely, but the current news is public. Each industry has its' own cycles and respective problems. I also enjoyed The Intelligent Investor.

To: Jacky AY who wrote (3994)	11/4/1997 12:58:00 PM
From: ARTHUR A GRUBB	Read Replies (1) \| Respond to of 7841

To All: Sorry if this has previously been discussed - new to thread. In the management discussions post release of the quarterly results, did they talk about their potential currency exposure going forward? I know they lost a bundle on forward positions in the Singapore dollar, Malaysian ringitt etc. last quarter, but was curious to learn if these hedges were still on, or closed out. Thanks in advance.........