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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?


To: Elwood P. Dowd who wrote (75490)1/9/2000 5:38:00 PM
From: Elwood P. Dowd  Respond to of 97611
 
analyst meeting
by: p_lynch
1/9/2000 5:22 pm EST
Msg: 129723 of 129723
Another key date is Jan. 28. There will be an meeting in Houston for Wall Street analysts to ask
questions to management. A day or two after this meeting watch for a slew of upgrades from these
analysts, most have been holding out on upgrades and lifting price targets until after they have more
questions answered and clearer sales estimates and objectives from management. After the meeting,
the analysts will have better data to enter into their earnings model and from there they will have more
confidence in determining price targets.



To: Elwood P. Dowd who wrote (75490)1/9/2000 8:18:00 PM
From: Captain Jack  Read Replies (1) | Respond to of 97611
 
El-- What I found strange is Paine Webber did a DELl upgrade to buy and it still did nothing,,,

PaineWebber boosted their rating on DELL COMPUTER (DELL, $46) to
Attractive from Neutral and raised the target price to $60 from $45.
They cited Dell leadership in business to business markets, an expected commercial PC sales recovery in 2000 driven by the introduction of Microsoft Windows 2000, and small and medium business demand. Dell's growth path is still
strong, including international, notebooks and sales of "enterprise"
equipment such as computer servers and high-volume data storage to companies -------- hope cpq reacts better with any positive news,,,