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Technology Stocks : Comdisco, Inc. (NYSE: CDO)
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To: michael97123 who wrote (505)7/7/2000 4:02:13 PM
From: KevRupert  Read Replies (1) of 689
 
Michael,

I'm pretty familiar with the cdo story. What is it that makes you think the stock will turnaround?
My 3 main concerns are: 1) the quality of earnings has been
dependant upon venture capital gains - and this may be
drying up; 2) the Prism spinoff is dependant upon the
dsl market picking up - right now it is in terrible shape; and 3) the net tracking stock is a non-factor, unless net stocks come back (albeit cdo does have a number of biotech holdings as well).

Just curious as to why you remain optimistic. I don't mind buying on the dip if I have reason for an upswing. tia
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