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Technology Stocks : Compaq
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To: Night Writer who wrote (85208)10/4/2000 12:28:19 PM
From: Steven N  Read Replies (1) of 97611
 
Comments from SG Cowen about Dell:
DELL (Strong Buy, $29) Analyst Meeting Starts In Austin At 4pm ET
. We expect three major themes from the meeting: 1) demand is healthy and they will repeat comfort in full year 30% growth; 2) they are seeing more significant reductions in component prices; 3) they are aggressively growing the enterprise and infrastructure business.
. We recognize there is some uncertainty re demand and europe in investors minds. The stock is now at a two year low, we reiterate a 1 rating.
cnetinvestor.com

"sn is confused"
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