Compaq Message Board - Msg: 12499474

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Technology Stocks : Compaq

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To: Senator949 who wrote (75384)	1/7/2000 12:32:00 PM
From: Elwood P. Dowd	Read Replies (1) of 97611

Anyone see the ML report that this Zoo poster is referring to? El >>>>Dionysis by: dwumtigers 1/7/2000 12:04 pm EST Msg: 129299 of 129307 A Merril Lynch research reported issued 1/6/2000 indicated that Merrill was very positive on CPQ's strides. They were not yet ready to change their position on CPQ but are looking for the opportunity. Plainly, Merrill thinks CPQ is turning the corner but don't want to stick their necks out. This is coming from a brokerage house that recently hammered the PC sector. They must be looking at the entire portfolio of CPQ assets and recent trends in business. Just maybe Q4 earnings is what pushes Merrill to dive in. Just like these guys, they always wait until earnings instead of sticking their necks out before. Wish I could have a no risk job like that!<<<

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