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Technology Stocks : Compaq

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To: John Koligman who wrote (91391)5/25/2001 11:19:15 PM
From: Bob Kim  Read Replies (2) of 97611
 
Yeah, I read some articles over the past few months on how Blodget now covers the 'legitimate' software industry.

John,

Does covering one stock constitute the software industry? Other than MSFT and AOL, Blodget covers only INUT issues. Since taking over coverage of MSFT in early February, he and ML have repeatedly questioned the wisdom of owning MSFT even though it is one of the most popular holdings of ML's retail customers. A year ago at this time, the current rating Blodget has on MSFT would have made it the absolute lowest rated stock in his coverage, below his top-rated names such as IPET and BUYX.
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