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

To: mnm who wrote (1594)	3/11/1998 7:51:00 AM
From: stockaholic	Respond to of 2127

mnm,thanks for the report.In stat recently reported that network hub and switch market growth shrunk to 2%(quarter 3 to 4 '97). from from avg. yearly rate of 18%+ That helps explain the weak SEEQ performance.( i think ) Is it wishful thinking to think that SEEQ and the networking industry will come out of the slump at the same time, in Q3&4? <<off topic>>: Putting a spin on the future reminds me of a company called Medar which was on a "fastest growing companies" list a few years ago.The annual reports were chocked full of hype as the stock plummeted from 14 to 2.25. Luckily I only have a tiny position,but it serves me as a reality check.

To: mnm who wrote (1594)	3/11/1998 8:01:00 AM
From: Mark	Read Replies (2) \| Respond to of 2127

MNM - Thanks for the Annual Meeting summary. This all tallies with what we've learned previously from Seeq IR. See - Message 3519886 With regard to Gigabit, whilst I think Seeq might be justified in claiming 55% of the market in terms of design wins, the fact that the big players seem to be doing their own stuff means they are unlikely to retain such a percentage of future market revenues. (Shame !) However, this should be a money spinner, and if their (smaller) customers become successful, there is always the possibility of significant growth. I reckon they'll do about $37m in revenues this year, which is still significant, and will make this the first year for a long while to show appreciable revenue growth. Message 3213764 Mark

To: mnm who wrote (1594)	3/17/1998 2:54:00 AM
From: PACKRATCAT	Read Replies (1) \| Respond to of 2127

Just a quick thank you to MNM for the report. Thats what makes these boards great. Matthew

To: mnm who wrote (1594)	3/20/1998 7:30:00 AM
From: Marc Phelan	Read Replies (2) \| Respond to of 2127

All.... They have a new customer in Xircom which has placed an order in the seven figures. Xircom does not want seeq to make any announcements until they get there new product out. Then seeq will make an announcement with xircom. Within the next month hopefully. Do you think this announcement might be imminent? It might account for the recent strength in the stock.