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To: JSB who wrote (6257)5/18/1999 7:10:00 PM
From: MinosRead Replies (1) | Respond to of 118717
 
JSB,

Looking to buy something? Take a look at CDO. This one intrigues me.

CDO is a technology services company, which announced a recent restructuring to focus on higher margin businesses. Could be well positioned to benefit from Y2K issues. More importantly, CDO also invests seed money in start-ups, including a bunch of dot.coms. Depending on I-net insanity du jour, this one could trade much higher and should be able to ring the 50% bell (even if it is just briefly). Problem is I have no idea when, so patience might be required. If you look at the chart, it has obviously already been in play once or twice. I'm not long yet but am looking to start a position. If you are interested, check it out. I haven't scrutinized the financials, but I think the float is rather large (92 million shares)

comdisco.com

Steve Harmon also made a powerful statement about CDO.

fnews.yahoo.com

Would love to hear your thoughts. Good luck,

Minos



To: JSB who wrote (6257)5/19/1999 12:22:00 AM
From: Dale BakerRead Replies (2) | Respond to of 118717
 
I am almost completely out of the hardware sector because it just looks too easy to put incredibly good boxes together. The margins are bound to continue dropping. Last I heard, DELL was down two points after meeting expectations. You just can't win in that sector.