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Technology Stocks : ICO (Inacom) LeadingTech Mgmt Services Co

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To: Craig Schilling who wrote (181)	3/24/1998 11:15:00 PM
From: John D. White	Read Replies (1) of 274

DLJ doesn't have a clue. ICO is to corporate computers as SLB is to oil. Corporate demand is about to skyrocket as large companies go into the first major hardware upgrade cycle since everyone with a desk got a computer a few years ago. No IS manager with half a brain would do a slot 8 upgrade on a fleet of 486's AND tackle y2k when you could buy everyone a great new box for $1200 and forget it. And that is exactly what is going to happen. EVERYONE will get a new computer before 2000. It's the easist way. Plain and simple. Corporate America will burn computers like fire wood in the next 18 months and they got the money to do it.. The downgrade was a knee-jerk reaction to CPQ's troubles, IMHO. Let's watch 'em upgrade it 10 points from now. (BTW, now we all know where those 700 March 30 puts came from.)

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