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To: Sonny McWilliams who wrote (24573)	10/25/1999 12:22:00 PM
From: Sonki	Read Replies (1) \| Respond to of 27012

MISC UPDATES... ON PFE/ WCOM/SUNW/LU DELL AOL ETC..lots to read.. pfe mony flow good, down on a low volume upon a down grade. sunw +tive in this market. only green. on cnbc.. sunw is adding some data storage pod. SUNW MEEING NOV 10. erning. Qwest Comm (QWST) 34 9/16 10/27 $0.03 ($0.01) MCI/Worldcom (WCOM) 73 5/8 10/28 $0.53 $0.21 NUTS cmgi breaking out... all nuts doing good except aol 11:40 ET America Online (AOL) 117 11/16 -2 11/16 (-2%): Internet service provider reports that worldwide membership surpasses 19 mln. LU news today Erning on tues night... thinking of jumping in front of the erning... Lucent Technologies Inc. (LU) 58 13/16 +2 7/16: AG Edwards upgrades communications equipment company from "accumulate" to "buy" with a $77 price target Lucent Technologies' (NYSE: LU - news) Board of Directors has declared a quarterly dividend of 2 cents ($0.02) per common share, payable December 1, 1999, to shareowners of record November 3, 1999. The dividend will go to about four million shareowners. Technologies (LU) 56 3/8: According to the Nihon Keizai Shimbun, NEC will supply WDM systems to AT&T (T) in a deal valued $300 mln through March 2000 and $1 bln over 3 years. SG Cowen says that deal could be negative for Lucent, which is the incumbent WDM supplier to T. csco got very bad negative mf (mony flow) i m not worried about erning. i m worried about valuations that are not sustatinable cuz the growth might slow due to all thoese exepensive acquitions. =================== dell =================== below from dell thread. Message 11693683 To: T L Comiskey (145733 ) From: T L Comiskey Monday, Oct 25 1999 10:25AM ET Reply # of 145745 Company Comments Dell Computer (DELL: news, msgs) Warburg Dillon Read says preliminary September PC shipment data indicates Dell =================== sunw reseach. i c one target of 125 ... 10/21/99 Paine Webber downgrade from buy to neutral, not immune to Y2K bubble 10/15/99 Abn Amro reiterates hold, 1Q FY00 results beat street by $0.02, increasing 99 estimate form $1.66 to $1.7 10/15/99 Deutsche Banc Alex Brown reiterates buy, F1Q00 results strong, revenue and EPS upside, continued strength in Unix market, 00 estimate $1.75 10/15/99 Goldman Sachs reiterates recommended list buy, raised 99 estimate from $1.75 to $1.80 10/15/99 Lehman reiterates strong buy, excellent quarter, target $110 10/15/99 Merrill Lynch reiterates 1-1, raised estimate, quarter beat expectations 10/12/99 Morgan Stanley Dean Witter reiterates strong buy, company to face more competition amid a key microprocessor transitioning, we also see increased competition from HWP and IBM 9/29/99 Morgan Stanley Dean Witter reiterates strong buy, raised target from $90 to $125, raised FY00 estimate from $1.75 to $1.83, 01 estimate $2.22 9/10/99 Merrill Lynch reiterates 1-1, hosted dinner with management ---------------------------------- SOME TA PERSON ON CNBC SEZ TA ON SP500 IS HORROR... GOOD WE DONT BY THE MARKET and dont understand horrors... ofcourse Heloween is around the corner and it's undertanadble that the market looks like a horror....

To: Sonny McWilliams who wrote (24573)	10/25/1999 10:40:00 PM
From: Sonki	Read Replies (1) \| Respond to of 27012

sonny ot: ........................................................ i forgot to mention, i will be disneyworld area around that time. In any case please PM me what time to what time ur flight will be here. I am up till midnight anyway and i will come the airport. u know i m a night owl, i only really have time at night.. so it will work ok as long as i m here. It does not matter if we like Dan Niles, if people listen to him then we need to pay attention to him.