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Technology Stocks : Comdisco, Inc. (NYSE: CDO) -- Ignore unavailable to you. Want to Upgrade?

To: michael97123 who wrote (505)	7/7/2000 3:53:22 PM
From: KevRupert	Respond to of 689

Michael, I get that newsletter as well. His other newsletter, California Technology Stock Newsletter, had ifmx - which also plummetted earlier this week. If you read his update from last Saturday, he was still optimistic on bmcs. One concern I have of his is that he never admits that he is wrong. I made some $ with snps earlier this year ($43 - $49 in a couple of days). I'll send you a pm to finish this conversation.

To: michael97123 who wrote (505)	7/7/2000 4:02:13 PM
From: KevRupert	Read Replies (1) \| Respond to 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