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To: Boplicity who wrote (2723)6/28/2000 7:44:00 AM
From: allen menglin chen  Read Replies (1) | Respond to of 13572
 
Merrill Report: 26 Picks

Author Stella Athens
Report Source Merrill Lynch Staff
(Added 6/25/2000 7:57:36 AM)Categories: Stock Picks

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Merrill Report picks revealed on ml.com

"Core Holdings: Stocks With a Long-Term Strategic Advantage" Report released June 22nd

26 stocks for those with at least 3-5 yr timeframe

AOL, AIG, BEL, BR, CSCO, C, EMC, GE, HD, HBC, GMH, JDSU, KYO, MEDI, NTAP, NWS, NOK, NT, OMC, SPI, SNE, TSN, TOT, VOD, WAG, YHOO
============================================================
No MSFT, QCOM, SUNW or ORCL?! Zero biotches.



To: Boplicity who wrote (2723)6/28/2000 7:48:00 AM
From: allen menglin chen  Respond to of 13572
 
Chat: Lehman's Jeff Applegate

Author Stella Athens
Report Source Jeffrey Applegate
(Added 6/24/2000 10:43:34 AM)Categories: Market Views, Stock Picks, Stocks To Watch

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StreetSide Chat: Jeffrey Applegate, Lehman Brothers

Still bullish-key driver will be earnings growth

Technology favorite sector

Will be bumps but believes for "next 12 months, stocks should do better than other asset classes"

Article reveals stocks in 2 Lehman Portfolios

Virtual Economy Portfolio:

Infastructure: BRCD, BRCM, CSCO, EMC, INTC, JDSU, JNPR, LU, NXLK, Q, RBAK, SUNW

Applications & Services : BVSN, CPTH, EXDS, INSP, LBRT, MSFT, PHCM, RAZF, RNWK, SCNT, SEBL, VRSN, ARBA, CMGI, ICGE, VERT

E-Commerce: AOL, PCLN, YHOO

U.S. Strategy Portfolio

Capital Goods: FLEX, JBL, SLR

Communication Services: MCLD, NXLK, PRTL, Q, FON, VOD, VSTR

Technology: AOL, AMAT, CSCO, CMVT, EMC, INTC, JDSU, LU, MSFT, ORCL, SEBL, SUNW, YHOO

Energy: CPN, DYN,

Consumer Cyclicals: HD, TIF

Consumer Staples :CCU

Financials: C, MWD, STT

Health Care: PFE
netcognizance.com