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

To: Night Writer who wrote (87044)	11/22/2000 11:54:33 AM
From: Elwood P. Dowd	Read Replies (2) \| Respond to of 97611

Earnings Lift Mood..Bet on Compaq..Cohen by: we_are_hitting_paydirt 11/22/00 11:34 am Msg: 198034 of 198035 Title: Jonathan Cohen, Wit SoundView Author: M. Smilie Report Source: Jonathan Cohen (Added 11/22/2000 7:38:26 AM) Categories: Market Views, Stock Picks -------------------------------------------------------------------------------- Article: Jonathan Cohen, Wit SoundView Technology Analyst Have negative momentum in the market overall and especially in techs. Today’s down futures caused by the uncertainty in the election. He doesn’t believe in a slowdown in tech capital spending. His research shows spending at 6% this year and 7% for next year. We are creating some rationality and some irrationality in stock prices. Earnings will change the mood of the investor. Bet on the larger names in the more secure sectors, that you are more comfortable with. Some great companies are having ½ price sales on their stock prices. Storage demand is up 40% this year and will be up 45% next year. CPQ, MSFT, AOL is the way to play storage.