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To: xamir who wrote (1870)	12/20/1997 11:14:00 AM
From: Thomas Haegin	Respond to of 9256

Smart money accumulating DD's Alex, << how can you explain "smart money" is accumulating SEG here at this level when there is good chance that DD Industry going to have margin problems in next 6 months or so? >> My guess is they ask themselves: "What will be after 6 months?" and then they look at where SEG, QNTM and WDC trade right now, they look at their balance sheets and see that they are in good to very good shape, they may reason that Korean cos. are having big debts problems and maybe will lose contact vs. the American competitors in the next capital spendings battle on technology upgrades/production lines upgrades, and they may therefore think that the America DD stocks have rather limited downside risk from here going forward. However, I'd say that I'm not an DD expert. Thomas

To: xamir who wrote (1870)	12/21/1997 6:47:00 AM
From: Pierre-X	Respond to of 9256

Re: Smart Money You said: how can you explain "smart money" is accumulating SEG here at this level If the smart money is so smart how come they consistently underform the indices? <g> PX

To: xamir who wrote (1870)	12/21/1997 1:53:00 PM
From: Gottfried	Respond to of 9256

Alex, please continue to post block trades as you see them. GM