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To: Kathleen capps who wrote (36654)	7/29/1998 1:11:00 PM
From: Thomas G. Busillo	Read Replies (1) \| Respond to of 53903

Kathleen, very interesting that all the companies are covered by Niles. Don't you think it's hilarious that TSC is out there calling Niles "the ax" on CPQ? Great, he can get close on his CPQ estimates, but when it comes to the chip companies, particularly this one, what happens? And what's up with Robbie Stephens having Niles cover the box-makers and the chip stocks? What, they couldn't find any other ex-industry bright boys like Danny out there on the Coast who can take dictation and speed dial? To paraphrase, the Ragin' Cajun, James Carville, drag a $100K signing bonus through a video arcade and you'll be amazed at what pops up <g> Good trading, Tom