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Technology Stocks : Compaq
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To: John Koligman who wrote (84668)9/10/2000 9:45:25 AM
From: Bob Kim  Read Replies (1) of 97611
 
John,

In verbal comments that didn't seem to get very far (probably because they appeared to contradict his ratings and price targets), on Friday, ML's Fortuna ranked CPQ first for price performance through the end of the year. DELL was ranked second to last even though it was his highest-rated stock and has the biggest implied upside based on his price target. Also ahead of Dell were GTW and TECD. I believe his CPQ price target is $34, which doesn't support his comment, but then again, his research hardly ever makes sense to me. Nevertheless, it would appear to me that he is embracing his lower-rated stocks like CPQ and TECD and backing away from DELL.
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