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

To: Sam who wrote (6960)	2/26/1999 12:43:00 PM
From: TEMFASSBAL	Read Replies (1) \| Respond to of 7841

Sam <<Then SEG goes down again,>> Not sure I agree (or disagree)....it'll depend on how the Q is shaping up in the HDD market....March is to tough to call, thats why I bought the April exp. which will be post earnings...my thought is worst case there'll be a pre earnings move where I'll be able to take my initial investment off the table and still have plenty left for the upside (I'm looking to sell 10 for $4 and keep 20 on FWIW) <<since most investors still could care less that they own 22% of SNDK, 38% of DRGN, and (soon) 35% of VRTS. Nevermind that these three could all become multibillion dollar companies in their own right sometime in next 5 years. They're still speculative and ancillary to SEG's main business.>> Agreed....BUT IMO there's a decent chance that the Dragon move will carry over to pre earnings speculation...general market conditions will dictate how that period plays out.... <<So SEG will retest the 25-26 level sometime in March, then we'll see what the spring reports and CCs brings.>> Interesting call...can't wait to see what happens. Tim