Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Seagate Technology -- Ignore unavailable to you. Want to Upgrade?

To: Jacky AY who wrote (4909)	4/16/1998 11:09:00 PM
From: The Vinman	Read Replies (1) \| Respond to of 7841

KMAG will drop tomorrow. They are warning about the June quarter. The problem with the market is that everyone expected a turn and that this quarter would be the worst. What we are starting to see is that will not be the case. Your statement that SEG missed by only one cent is the type of mentality that has led to this very speculative and overbought levels in the market. It was not long ago that companies that didn't make the "whisper number" got killed even though they made estimates. SEG is no SEEK. The internet stocks are pure momentum hype, unlike SEG that has to show numbers. Vinman

To: Jacky AY who wrote (4909)	4/17/1998 1:21:00 PM
From: still learning	Read Replies (1) \| Respond to of 7841

OK I'll bite: Modestly bullish outlook for SEG. Don't let's go overboard with this "it's a crazy market" stuff. This is still a beaten down stock, so it (like KMAG) doesn't get hurt much by bad news. Fact is, SEG's on the rise because we are getting closer to a recovery (which may still be 2-3 Q's away, but time is an ally). This is not an irrationally overpriced stock. But it aint YHOO either. Still Bullish on it, but that will happen only gradually with patience.