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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: rudedog who wrote (73588)	12/10/1999 5:19:00 PM
From: fooledalot	Read Replies (2) \| Respond to of 97611

Rude, OT*******OT Re: TYC I have been trying to sift through the wheat and chaff with TYC to try to figure out the extent the "accounting issues" may be legit. Tice has been very careful to point out that he has not claimed "accounting irregularities," but just said something to the effect that TYC has been taking liberties that border on "stretching," not necessarily breaking, the rules. (Who doesn't--but that is an entirely different topic altogether for discussion.) It appears that the company has requested this SEC "informal peek" for a couple of reasons: 1) To have them check under Tice's skirt to see if he has any "shorts," and 2) To clear them. DK has defended his company's practices vehemently, but so did Chainsaw Al. However, I can not understand why anyone (with the possible exception of EM, of course) would invite and publicize an SEC inquiry unless they were absolutely sure they would not be found to be even slightly guilty. Sooo, what is your take on this. In your opinion, is mid-upper 20s a value there or simply a replay of CPQ at, say, 35? Considering your position, would appreciate your in depth analysis. If you think it more appropriate, please PM. Thanks. f

To: rudedog who wrote (73588)	12/11/1999 12:05:00 AM
From: Night Writer	Respond to of 97611

rudedog, You are about as happy with your last TYC purchases as I am with the 1000 shares of CPQ put to me last May at $40. Oh ya, there was that little purchase of a 1000 shares at 48 made when we decided that 60paq was a great idea rather then 50paq. Without those two purchases, I would be in the black on CPQ. Great record on the options! I had a good record until I got caught off base on the Jul 40 puts. The exercise came early before I could or would roll them out. I always had better luck selling options then buying them. NW