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Technology Stocks : Dell Technologies Inc.

DELL 125.97

-1.0%

Nov 25 3:59 PM EST

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To: GVTucker who wrote (139092)	8/13/1999 11:26:00 AM
From: Bob Kim	Read Replies (1) of 176387

GV, RE: ...I am still amazed about how much incorrect information regarding various Wall St. analysts and their opinions is taken as fact on both CNBC and these boards... Did you see the recent CBSMarketwatch article on Merrill? One part said "And Merrill is about to stick it to Schwab, its biggest competitor, by launching an ad campaign that says the discount broker gets research reports (Merrill's, of course)three days "after the big boys read it." By the way, Merrill's research is worth something; a Merrill analyst predicted Brazil's currency crisis four months before the Real dropped 30 percent." I never knew that Schwab was ML's biggest competitor, but beyond that, it can take up to three days for ML's own retail clients to get research reports via MLOnline. I don't think you can say that research is worth something by citing a single call on the Brazilian currency crisis. Even when the PC market was great, DELL was hitting on all cylinders, and the stock was flying, I don't think ML ever put a Buy rating on DELL.

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