Company Comments Dell Computer (DELL: news, msgs) Warburg Dillon Read says preliminary September PC shipment data indicates Dell could post significant upside surprise in rev. growth Meadowbrook Ins. Group (MIG: news, msgs) Warburg Dillon Read suspends Hold rating '99, '00 eps estimates after pre-announcement of '99 eps shortfall Talk.com (TALK: news, msgs) First Union Securities reiterates strong buy, adds to Analyst Action List; says co. using Internet to build deeper customer relationships; has $51 price target Cisco Systems (CSCO: news, msgs) CS First Boston says Q1eps jitters overblown; reiterates strong buy, recommends using weakness as buying opportunity Regis Corp. (RGIS: news, msgs) USB Piper Jaffray resumes coverage with strong buy rating, $25 price target after change in analyst ExciteAtHome (ATHM: news, msgs) Hambrecht & Quist raises '00 revenue estimate to $801M from $777M to reflect bluemountainarts.com deal; sees more substantial revenue, eps upside in future years; reiterates buy MRV Communications (MRVC: news, msgs) Gruntal & Co. raises n-t target to $27 from $21, l-t target to $32 from $25; reiterates n-t market performer, l-t market outperformer ratings
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