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To: DavidG who wrote (36233)7/14/1998 8:40:00 PM
From: Thomas G. Busillo  Respond to of 53903
 
David, heck, that Cendant stuff is such a flat-out travesty I give him credit for not strapping on a flamethrower and going postal <g>

He had a piece today in TSC on it:

thestreet.com

Speaking of Kurlak...

He got totally dis'ed in the Q&A portion of the INTC conf. call! Andy Bryant pulled a "freeze-out the unfriendlies" move on TK that Mike McCurry would have been proud of.

IMHO, things were pretty inconclusive. Maybe things clear up a little better w/ CPQ.

Then again, it's CPQ we're talking about.

Good trading,

Tom




To: DavidG who wrote (36233)7/15/1998 11:29:00 AM
From: Bipin Prasad  Respond to of 53903
 
He was very bullish about SEG a few weeks back. I believe he had large
postion at that time. Then it was going down again. He almost started
whinning about market for that. I guess we all need to eat crow burgers
to learn to be humble from time to time.

later,

InSook