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Technology Stocks : CHRZ - What is the near term outlook?

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To: Janice Shell who wrote (49)7/20/1997 4:26:00 AM
From: Sam Golden   of 443
 
Janice. I have been trying to figure out that release for 2 days now, with the same thoughts your having on the spin, Im long a large postion and my emotions keep saying their looking at blowout (you know what emotions will do to you), But why would they bring attention to themselves if earnings were not going to be good. All the spin in the world is not going to help a lousy or just meeting estimates. Not in this sector. Look what happpen to KEA. They took the whole sector down by beating estimates .4 The other thing that keeps coming to mind is the stocks performance on Friday. CHRZ was 1 of very few that was up. I think the problem were facing here now in this sector,is that blowout numbers are almost mandatory. So in other words I have no Idea, But going to buy more mon anyway. Paul could really use your input by Sunday night. You have been pretty much right on the mark with CHRZ.

Sam
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