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

To: kemble s. matter who wrote (173733)	1/5/2004 10:06:18 AM
From: William F. Wager, Jr.	Read Replies (3) \| Respond to of 176387

7:52AM DELL upgraded at SG Cowen 34.29: SG Cowen upgrades Dell Computer to Strong Buy from Outperform, as their core IT survey suggests a likely recovery in corporate PC upgrades; firm also cites prospects for secular share take in consumer PC/consumer tech and share gains in enterprise, as well as valuation at just 21x their 2005 EPS est. 7:14AM Early Research Calls : Merrill Lynch downgrading AWE to Neutral from Buy... SG Cowen upgrading a host of technology names including AMAT, KLAC, SNPS, DELL, BRKS... UBS downgrading a number of Oilfield Services stocks... Goldman Sachs ups VOD to Outperform from In-Line... Morgan Stanley upgrades JCP to Equal Weight from Underweight... Piper Jaffray upgrading TQNT to Outperform from Mkt Perform... CSFB cuts AFL to Underperform from Neutral... RBC Capital upgrading MENT to Outperform from Sector Perform.... BofA upgrading VC to Buy from Neutral, while also downgrading SIAL to Neutral from Buy... Wachovia upgrading BDN to Mkt Perform from Underperform... UBS raising their 2004 PC unit growth estimate to 11.5% y/y from 10% and initiating a 2005 forecast for 8.4% growth y/y; also noting DELL, HPQ, IBM and AAPL well positioned to show EPS improvement in 2004. Briefing.com

To: kemble s. matter who wrote (173733)	1/5/2004 12:59:05 PM
From: William F. Wager, Jr.	Respond to of 176387

Computing giants to debut new gear at CES news.com.com

To: kemble s. matter who wrote (173733)	1/8/2004 8:46:50 PM
From: William F. Wager, Jr.	Read Replies (1) \| Respond to of 176387

Dell CEO Says Selling TVs Will Be A 'Big Focus' By MARK BOSLET Of DOW JONES NEWSWIRES LAS VEGAS -- Dell Inc. (DELL) has a solid enough brand name to sell televisions online, Chief Executive Michael Dell said Thursday. Speaking at the Consumer Electronics Show, Dell said televisions are a "pretty easy extension" for the company, which has sold flat-panel displays with its computers for some time. He said digital televisions that rely on silicon chips will benefit from the continued improvements in processors, much as computer power has increased sharply as chips have gotten faster and cheaper. "Television will be a big focus for Dell going forward," he said. With respect to selling online, "We do have the brand strength," Dell said. "We're seeing we're capable of selling a lot of (them) without the touch and feel" someone would have shopping in a store. Television is shifting from analog to digital and people know the digital quality is good, he said. -By Mark Boslet, Dow Jones Newswires; 650-496-1366; mark.boslet@dowjones.com. Updated January 8, 2004 5:37 p.m.