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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: kaka who wrote (162406)	10/29/2000 8:52:42 AM
From: mepci	Read Replies (2) \| Respond to of 176387

kaka: IR's job is a very difficult one. They are justified in not commenting on analysts comments. As for Fortuna, if he doesn't know for sure, why shouldn't he say "appears". In DMUU-Deceision Making Under Uncertainity, every extra point on the chart(piece of info.) is valuable. It still doesn't take away uncertainity. Best you can do is chart what is collected to fit the curve on which you want to make a decision.

To: kaka who wrote (162406)	10/29/2000 12:47:56 PM
From: Bob Kim	Respond to of 176387

Kaka, re: "appears" appears, expected, we believe, we think, in our opinion, in our view, etc., are standard features of sell-side research. It is illegal for analysts to represent their opinions as fact. When you are an analyst, you are advised to hedge your sentences. Re: Fortuna, he still has DELL as the top-rated stock he covers, but over the past 5 months or so, he's cut his price target on DELL from $72 to $36. On lower-rated CPQ, he's gone up and down so CPQ's target is where it used to be at $32. If Fortuna really wanted to back up his convictions, he should downgrade CPQ to Neutral because it no longer qualifies for ML's minimum 10% upside threshold for an Accumulate rated stock, but I don't expect him to do it.