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Strategies & Market Trends : Range Bound & Undervalued Quality Stocks
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To: JakeStraw who wrote (743)1/27/2000 9:14:00 AM
From: Esway  Read Replies (1) of 5499
 
07:59 ET Dell (DELL) 40 3/8: Receiving positive comments from the Street: H&Q upgrades stock from "market perform" to "buy" on long-term fundamentals relative to broad range of growth opportunities and a superior and evolving business model; cuts Q4 est to $0.15 from $0.21 and FY 2001 to $0.88 from $1.02; initiates FY2002 est of $1.20; Salomon Smith Barneywould buy on weakness, reiterates "buy"; Morgan Stanley/DW rates "outperform" but cuts price target to a long term $50 from $55; Merrill Lynch ups from NT "neutral" to "buy"; Prudential would use weakness as buying opportunity, reits "strong buy

08:05 ET Dell (DELL) 40 3/8: --Update-- Bid at 38 9/16 in pre-market; as speculated, Dan Niles at Robertson Stephens, upgrades from "LT attractive" to "buy".

08:33 ET Dell Computer (DELL) 40 3/8: --Update-- Two firms downgrading today, SG Cowen goes from a "strong buy" to a "buy" and Deutsche Banc Alex. Brown goes from "strong buy" to "buy"; SG Cowen saying, although Dell has best business model relative to competitors, direct model simply doesn't drive as much of a competitive advantage (vs indirect) during periods of component tightness; they cut their price target from $55 to $45. Goldman Sachs maintains "recommended list" rating but reduces estimates -- FY00 now $0.68 from $0.73, FY01 now $0.90 from $1.00 due to slightly reduced units/revenue expectations.
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