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


To: Elwood P. Dowd who wrote (93871)11/28/2001 12:21:24 PM
From: Elwood P. Dowd  Respond to of 97611
 
11:39AM Niles Comments : Lehman analyst Dan Niles makes comments on stocks he likes; Niles
cites three trends: increased demand due to seasonality, low expectations, and low valuation; focuses
on names that have been given up for dead: GTW, CPQ, FCS, and CNXT -- thinks these firms can
hit his Q4 numbers. Still defensive moving into Q1, however, particularly on semis, which are likely
to have a tougher time than computer hardware cos.