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To: Gerald Walls who wrote (2013)	1/8/1998 9:01:00 AM
From: Box-By-The-Riviera™	Respond to of 3029

you should worry....although they haven't reported the actual volume numbers yet....which of course would be the most interesting number for invx. Joel

To: Gerald Walls who wrote (2013)	1/8/1998 9:06:00 AM
From: Scott H. Davis	Read Replies (1) \| Respond to of 3029

You should worry due to the 4 month trend of "guilt by association" in the disk drive industry. IMHO Scott

To: Gerald Walls who wrote (2013)	1/11/1998 2:11:00 AM
From: Douglas V. Fant	Respond to of 3029

Gerald, you should worry. However as an owner of SFLX, which assembles components for SEG, I know that SEG has been losing market share to QNTM and WDC. So I wonder if absolute demand is off,or if SEG is just getting "nibbled at" at the corners.... BTW, all of SEG's manufacturing facilities are located in SE Asia. I think that SEG is a good bargain right, a potential "double" over 18 months.... Sincerely, Doug F.