Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Elwood P. Dowd who wrote (86295)	10/31/2000 11:51:27 AM
From: Bosco	Respond to of 97611

Hi El - Callies is very good. Quite underrated vs Cohen, IMHO. best, Bosco

To: Elwood P. Dowd who wrote (86295)	10/31/2000 12:08:54 PM
From: Steven N	Respond to of 97611

Christine Callies of ML: Economy is slowing down and the market is below its high there has been a disconnect of the market perception and market reality She thinks the magnitude of the disconnect is the market slow down Personal consumption numbers did increase so it is not all bad news and this accounts for 2/3rd of economy activity She thinks the market has the direction of growth right but just off in its magnitude She is tilting towards growth cyclicals once people realize that the economy is doing fine Personal computer stocks have been battered, they are steady growers and would buy on dips Personal Computer Stock Picks are CPQ and GTW sn

To: Elwood P. Dowd who wrote (86295)	10/31/2000 12:37:31 PM
From: tonyt	Respond to of 97611

CNBC 10/31/00 - 11:24 AM... that the economy is actually okay. Ted: Okay, now one of the areas that you think has been particularly battered are pc stocks. >> Right. Consuelo: And, you've got two recommendations for us. >>. Consuelo: Compaq gateway where pc makers do you think that is undervalued why those two companies and incidentally christine in a few minutes we are talking to cfo of gateway we are glad you are here to recommend that stock at any rate. >> Actually we think that these are the basic toolssss workers who of internet age, that we think that demand here is going to be come par study, consumer sector holding up reasonably well, enterprise sales are the only question mark here and so i think that as long as the economy, kind of floats along between 3 and 4% i think expectations, in this sector are going to turn out to be a little bit too low, these are a study growers, high single digits low-double digits i think that we would like to be buyers of dips here, i would also point out that some of the.