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

To: Nanda who wrote (12158)	7/1/1998 4:39:00 PM
From: gerald tseng	Respond to of 13949

Nanda: Head up for CDO, ready to break out!! Huge blocks buys at the end of the day for the past few sessions: iqc.com also this article in June issue of "Infrastrure": "Also, in the June issue, Ron Leckie, INFRASTRUCTURE's CEO, profiles Comdisco, Inc. (NYSE:CDO - news), a leading player in the equipment leasing business. Leckie observes that, ''The market scenario that will play best into Comdisco's semiconductor equipment leasing strategy, will be if chip unit volumes hold together while prices and margins drop. In this situation, chipmakers will be reluctant to spend their money on capital, but need the capacity, especially in test and assembly, to meet the demand for units. In this situation, it makes sense for them to lease equipment versus buying it.'' Source: biz.yahoo.com ÿ