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Technology Stocks : Seeq Technology Coming Back.... -- Ignore unavailable to you. Want to Upgrade?

To: DavidLG who wrote (1451)	12/8/1997 1:35:00 AM
From: ed doell	Read Replies (1) \| Respond to of 2127

Look under COMS thread and check craig crawford's posts re COMS. I believe that I am reading his analysis correctly: the COMS problems in his analysis have very little to do with the networking area, and everything to do with the USRX acquisition and inventory and accounting problems. It is true the CS is having problems but CSCO appears to be OK at this time. Please check this out, as I am just IMHO shooting from the hip and in a hurry here. But I think the gist of this is essentially accurate, but if anyone knows better please clarify the picture. I got no sense that there were problems in the pipeline for SEEQ as a supplier when I talked to Phil Barton a couple of weeks ago. Ed