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To: Elwood P. Dowd who wrote (48839)	2/18/1999 6:52:00 PM
From: Lynn	Respond to of 97611

>I don't even know how T handled LU. LU was spun-off to existing shareholders of T. As a result of the spin-off, T shareholders had to reallocated their cost basis of T between T and LU. Shareholders were sent instructions (with examples) so they could easily do this. Lynn

To: Elwood P. Dowd who wrote (48839)	2/18/1999 7:26:00 PM
From: rupert1	Read Replies (1) \| Respond to of 97611

El: I just watched Lou Dobbs interviewing Michael Holland of Holland Inc. and Joseph McAldelin of Morgan Stanley - both very senior analysts. Holland said the correction is over. He said major techs have been tested. We will end the year on new highs. This volatility we are seeing is the norm - we have not had the norm for a number of years. McAldelin said that we had begun a rebound which will be very strong and carry us to a peak in mid-Spring. The techs will be back very strong with the financials. He also tipped energy as the moon shot investment for people with a 5 year horizon. He thought that in mid-Spring there would be a falling off and the year would produce a net 10% gain but during the year we will pass 10,000 on the DOW. They were very relaxed and very confident that there is not nasty correction coming soon. There arguments were fundamental and in the context of the economy and fiscal poliocy. No reference to TA. Earlier there was a snippet from Gabrielli saying that there is sector rotation.

To: Elwood P. Dowd who wrote (48839)	2/18/1999 7:36:00 PM
From: Jimbo Cobb	Read Replies (1) \| Respond to of 97611

>> nor do I think that Pepsi sharehlders got any YUM WRONG !!!! PEP holders did get YUM shares, T holders did get LU shares... just like a few years ago S holders did get DWD and ALL shares... One thing here is that Altavista is so tiny compared to CPQ, that let's say they gave you 1 share for every 100 CPQ....it's really hardly even worth the effort... Jimbo.

To: Elwood P. Dowd who wrote (48839)	2/18/1999 7:55:00 PM
From: Harry Landsiedel	Respond to of 97611

Elwood. Re: "nor do I think that Pepsi sharehlders got any YUM." Not so. Pepsi shareholders received YUM shares when YUM was spun off. Naturally, I sold the YUM shares and kept the Pepsi shares. YUM has doubled and Pepsi is the same. Don't remind me. HL