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

To: stockaholic who wrote (1515)	1/15/1998 4:34:00 PM
From: ed doell	Read Replies (1) \| Respond to of 2127

>>Not too happy<< Well I guess...WTF? know what I mean??

To: stockaholic who wrote (1515)	1/15/1998 5:08:00 PM
From: ed doell	Respond to of 2127

IMHO, if the Zack's estimate hadn't been so high, this ER would look OK, if not reasonably good, given the situation in networking companies these days. Q4-97 appears to have been an aberation. When the Q3-97 is looked at, this quarter Q1-98 appears to be a logical extention, probably pretty resonable given the networking situation. Still not happy, though, Ed

To: stockaholic who wrote (1515)	1/15/1998 5:17:00 PM
From: Mark	Respond to of 2127

Stockaholic, It would be easy to be demoralised by the results, but I actually see a lot of positives. The revenues are strong in what is always a poor quarter. The profits are also strong for the quarter. The profits aren't unduly exaggerated by excessive use of tax credits (which was criminal last quarter). Overall the performance compared to other network semi stocks (which have been appalling!) is pretty good ! The stock has been hyped out of all existance over the last six months and I for one would be very happy if everyone just left Seeq alone for 9 months. It would be easy to be disappointed by the latest numbers, but I would be delighted by a further entry point close to $2 which I would see as unduly pessimistic. This is a company that is slowly and surely turning itself around. I'm now looking for an opportunity to double my position (again) if we see $2 - $2 1/8. Seeq will see $4 again this year, and a lot more before the end of next year...... Not happy..... but not unhappy - I feared worse. Mark