Dell Technologies Inc. Message Board

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Technology Stocks : Dell Technologies Inc.

DELL 115.39

-1.5%

3:59 PM EST

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To: OLDTRADER who wrote (170147)	7/12/2002 1:23:06 PM
From: stockman_scott	Read Replies (1) of 176388

Equity Strategy : Prudential adjusts their sector weighting in wake of mkt weakness and raises their Infromation Technology weighting by 7% to 16%; lowers their weightings on Consumer Discretionary (by 1% to 17%), Consumer Staples (by1% to 12%), Energy (by 1% to 5%), Healthcare (by 2% to 11.5%), and Utilities (by 2% to 3%). Like Morgan Stanley's Barton Biggs (see In-Play for details), firm believes now is the time to get more aggressive in equity allocations; notes that stock prices fell yesterday to levels they first hit in June 1997 (when the economy was 28% smaller) and that earnings are improving (expects the vast majority of cos will beat their Q2 forecasts).

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