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Technology Stocks : Compaq
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To: Elwood P. Dowd who wrote (42593)1/7/1999 5:56:00 PM
From: Night Writer  Read Replies (2) of 97611
 
Interesting reading. Includes comments on Cohen report.
NW

Analysts said Wall Street was keeping a close eye on a report by Goldman's Cohen, who cut the stocks allocation in her model portfolio to 70 percent from 72 percent, even though she said she was still a bull.

Cohen was not available for comment, but in her research report she said equity valuation was "less attractive today than in September when stock prices were roughly 30 percent lower."

However, she stressed that she did not view valuations as excessive and still saw the U.S. economy as "a supertanker sailing ahead."

marketwatch.newsalert.com
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