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Non-Tech : Bill Wexler's Dog Pound -- Ignore unavailable to you. Want to Upgrade?

To: Bill Wexler who wrote (4677)	11/5/1999 3:25:00 PM
From: TRIIBoy	Read Replies (3) \| Respond to of 10293

IDX is surging on dubious announcement. Thoughts? (eom)

To: Bill Wexler who wrote (4677)	11/5/1999 5:12:00 PM
From: BelowTheCrowd	Read Replies (1) \| Respond to of 10293

Bill, What do you think of DIS today? Got clocked again on earnings. I've avoided it for the past couple of years, after getting out a few months before the top. Now I'm beginning to see signs of change, but I'm beginning to wonder if this management is the one which can pull it all together and start executing well. I think they might be trying to pull a "Microsoft" in that they severerly talked down 2001, leaving room for an upside surprise. Of course, that's what a lot of people thought yesterday, about this year. For now, there doesn't seem to be much reason for it to fall below the 20s, but also no reason for it to move up much. mg