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Technology Stocks : USRX
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To: Jeffery E. Forrest who wrote (5954)12/4/1996 1:39:00 AM
From: Gary J Greenfield   of 18024
 
Jeff,

I heard Steve Levy (OPCO analyst) re-iterate his buy on USRX this
afternoon. He spoke to the CFO of USRX who was supposedly the source
of all the uncertainty, according to Needham. For whatever it's worth
Levy is clearly of the opinion that USRX will meet his #s for the qtr
(.72 vs .45). His tone was absolutely unwavering in his buy rec of
USRX. He was completely dismiisive of any reports that USRX mgmt has
lowered any eps guidance and called Needhams report "patently false"
(whatever that means) One last note, He also briefly mentioned that
Gateway 2000 will make announcement similar to Dell's any day. ( I am
sure this is not surprising but it could have a positive effect if it
were to come across the Dow wire.)

GJG
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