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

To: Len Roselli who wrote (6666)	1/13/1999 2:14:00 PM
From: Eric	Read Replies (1) \| Respond to of 7841

buy them all, i am holding WDC, QNTM, KMAG. Those three should have further short term run up before the earnings. But no matter how their long term prospects are, all of them will experience short term consolidation and pullbacks. There is no rush to get into the ones already announced good earnings, SEG is no exception ... wait for the short-term investors to pull their chips off the table

To: Len Roselli who wrote (6666)	1/13/1999 4:10:00 PM
From: William Epstein	Respond to of 7841

Len; The best is SEG. They dominate their market, they make the fastest disk drives in the world, the Cheetah, their stock leads the pack, they have 2.2 billion in cash and very little debt. Book value is the highest too. So, price to book ratio is the lowest. Their CEO is an investment banker so, his Wall St. contacts are priceless. He is also the one who put together the VRTS deal. He seems committed to enhancing shareholder value. Something that I like very much. PHOTOMAN