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Technology Stocks : Y2K (Year 2000) Stocks: An Investment Discussion -- Ignore unavailable to you. Want to Upgrade?

To: C.K. Houston who wrote (9344)	2/5/1998 1:09:00 PM
From: IVAN1	Read Replies (2) \| Respond to of 13949

C.K. Any thoughts on CDO? Hi Cheryl. After doing my own DD I picked up a starter position in Comdisco that has done really well . . . fast out of the gate for me. Any thoughts about CDO you'd care to make? I know you have mentioned the stock on and off which is what turned me on to it in the first place. (Many thanks!) I'd be curious to hear how you think CDO stacks up to some of the other bigger players like KEA and CHRZ. My thinking? The low PE (22), solid track record, and decent size will be a natural play for the mutual funds when they start piling in. Any thoughts appreciated! Best, Ivan1 P.S. My daughter just interviewed yesterday at Satchi & Satchi which in now in the old DFS building. Ah, memories of fun days gone by...like a burger at Bricks. Cheers