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To: Greg Cervelli who wrote (4105)	11/18/1997 1:12:00 AM
From: Jacob Snyder	Read Replies (2) \| Respond to of 7841

? for CFO: 1. What, if any, currency hedging positions do they have now regarding SE Asian currencies? 2. Assuming governments get banks to tighten credit throughout SE and East Asia, what impact will this have on SEG? 3. How long do they anticipate the current glut of high-end disc drives lasting? 4. Are they comfortable with current analyst earnings estimates for 1998? Lowish? Highish? In the ballpark? On the same planet? 5. Are they doing anything to give clearer guidance to analysts? (Talking more to them, giving them better access) 5. Is the priority market share or margins? If they continue to see market share decline, will they continue cutting prices? 6. How does he see the emergence of a sub-1000$ PC market affecting SEG? Will they compete here, or concentrate on trying to defend their high-end turf? Thanks in advance.

To: Greg Cervelli who wrote (4105)	11/18/1997 9:46:00 AM
From: Sam	Respond to of 7841

A few more questions: Is it true that there is continued unlimited risk in the Baht hedge debacle? At what point do they see the high end stabilizing (if they can make that kind of projection)? Who do they see as the major players in the high end market this time next year? Are they going to maintain their 25% investment in SNDK (if so, will have to buy more stock in the secondary coming up later this week)? When do they see a new product coming out of the Quinta acquisition?

To: Greg Cervelli who wrote (4105)	11/18/1997 9:49:00 AM
From: Golfer9	Respond to of 7841

Two questions for you to ask 1- Are they going to reprice the options that they give management downwards? (management should suffer along with other shareholders) 2- Why would not a merger make sense with say WDC or IBM inorder to stop this price war?

To: Greg Cervelli who wrote (4105)	11/18/1997 10:15:00 AM
From: jas cooper	Read Replies (1) \| Respond to of 7841

Thanks for the offer, and your efforts. Sure beats the bickering that used to pervade this thread. I would be interested in knowing the expected contribution of non-DD revenues to SEG. What is the expected growth? Expected percentage of future revenues? jas

To: Greg Cervelli who wrote (4105)	11/18/1997 6:25:00 PM
From: still learning	Respond to of 7841

What are they doing to control costs and make net income #s? How do they know this Q is toast while only 1/2 way thru? Have they solved production bottlenecks? What is the inventory situation? Will the loss this Q be the result of one-time write-offs? Which products? Exactly where is the pricing pressure? Is it coming from QNTM and WD, or other players? What are they doing to avoid a price war? What is the impact of Asia -- as it reflects in currency/accounting , market demand and from a COGS (lower cost of goods) Has SEG been buying stock in the open market? What are they doing with the $$ from the Sub DEB sold earlier this year? That's it for starters.