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Technology Stocks : Consolidated Graphics (cogi)

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To: DAVID BROWN who wrote (2)12/8/1996 10:42:00 PM
From: Jonathan Cleveland   of 29
 
Vinik has a history of getting in and getting out very fast.
The only problem I see is that they are taking on a huge amount
of debt with all these companies that they are taking over. They have
a 50 pe and if the market corrects they will be hurt. Two days ago
the stock dropped off two 42. Caution
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