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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: rupert1 who wrote (49653)	2/25/1999 1:23:00 PM
From: Kenya AA	Read Replies (2) \| Respond to of 97611

victor hath no balls....... You can disclose your position to me in a Private Message if you're just shy. I promise I won't tell anyone else. <ggg> K

To: rupert1 who wrote (49653)	2/25/1999 1:29:00 PM
From: rupert1	Read Replies (1) \| Respond to of 97611

++++++OT++++++++ For any CRUS watches - it's getting interesting. At the R&S conference, the CEO said that there will be downward pressure on this quarter's sales, but growth in the 2nd half. He also confirmed that news will be given very soon of the disposal/deal on two fabrication plants - one with IBM and one with Lucent. If this deal is what we have been led to expect, CRUS changes immediately from a comany with a quarterly loss of about $70 million attributable to the under-used plants, to a company with very little debt, a nice cash hoard and good, growing profits. Voluntary Disclosure: I owned it at average of $7 sold it at average of $11 3/4. I bought a nominal amount yesterday at $8 3/8ths. It is very risky but interesting if you understand the fundamentals.