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

To: robbie who wrote (28464)	7/3/1998 9:39:00 PM
From: Daniel Liberty	Read Replies (3) \| Respond to of 97611

Robbie, Thanks for the link. I have heard about these Whisper numbers forever but didn't know anyone published them. It will be interesting to see how their whisper numbers compare with actuals. Let's hope they are wrong on Compaq. Good luck to all. Dan

To: robbie who wrote (28464)	7/6/1998 2:30:00 PM
From: Jay Rommel	Respond to of 97611

Berkshire Hathaway, Compaq Picked by Panelists on 'Rukeyser' Bloomberg News July 4, 1998, 1:46 p.m. PT Berkshire Hathaway, Compaq Picked by Panelists on 'Rukeyser' Owings Mills, Maryland, July 4 (Bloomberg) -- Berkshire Hathaway Inc. and Compaq Computer Corp. were among the stocks recommended by panelists on a special midyear review edition of Public Broadcasting System's ''Wall Street Week With Louis Rukeyser'' program. Laszlo Birinyi, president of Birinyi Associates Inc., is the top stock-picker so far this year among the program's revolving slate of panelists. His 1998 picks, submitted at the end of 1997, are up an average of 49.5 percent. At the midyear review, Birinyi recommended Berkshire Hathaway's Class B shares, Brooke Group Ltd., PeopleSoft Inc. and Apple Computer Inc. The 1998 picks of Mary Farrell, investment strategist at PaineWebber Inc., are up 35.2 percent so far. She reiterated her recommendation of Compaq Computer, ''the underperformer'' among her picks, which is up only 1.33 percent in 1998. She also said two newspaper companies, New York Times Co. and Gannett Co., could surprise analysts with strong second-half earnings. John Dessauer, chairman of Dessauer & McIntyre Asset Management Inc., recommended Hilton Hotels Corp., Bally Total Fitness Holdings Corp., Core Laboratories NV, Cendant Corp. and SEI Investments Co. Cendant ''will deliver'' once it gets past its accounting problems and SEI ''earnings are going to be very, very strong for the rest of this year,'' he said. His 1998 picks are up 21.4 percent so far this year. The year-end selections of Harvey Eisen, chairman of Bedford Oak Partners, have gained 19.9 percent so far. Eisen recommended Loews Corp., TIG Holdings Inc., TeleTech Holdings Inc., Ivax Corp. and Synetic Inc., saying these companies are ''all cheap, all down, all buying back stock and all have management that have made huge bets on the companies.'' --Andrew Galvin in Wilmington, Delaware, (302) 984-3360