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Technology Stocks : Comverse Technology

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To: Beltropolis Boy who wrote (854)	9/7/1999 2:35:00 PM
From: NotNeiderhoffer	of 1331

CM, I would love to answer your question but it would run you about 80 basis points annually. Of course, since you are a friend, I might discount to 70 bp. But please keep that quiet; as you know I hate margin compression especially when its my margins . And remember, I am pickier about my client base than Brown & Co. Buy? Sell? I would rather joke around. The company has a 9:45 A.M. slot Thursday (9/9/99-Y2K warm-up?) morning at the SollySB conference at the NYC Sheraton. I would post conference notes myself but I might not make the presentation. I just bought a new pair of Allen Edmonds "Park Avenue" shoes during the sales tax moratorium Pataki and Giuliani give us twice a year. Al Roker is predicting rain for Thursday and I am not taking these new shoes out in a monsoon. Maybe we can ask TD or Dozer to hit the conference and then tell us where the next 30 points are coming from. For those of you who like to read Proxy Statements, go check Edgar as CMVT just filed this morning. It appears the rich are getting richer. NotfondoftaxesNeiderhoffer

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