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


To: Boplicity who wrote (87824)1/5/1999 11:02:00 AM
From: TechMkt  Read Replies (1) | Respond to of 176387
 
ANOTHER UPGRADE. The in flow of more institutional money is inevitable.

Fez
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RESEARCH ALERT-Warburg on personal computer cos

NEW YORK, Jan 5 (Reuters) - Warburg Dillon Read said Tuesday analyst Charlie Wolf started coverage of five personal computer makers.

Started Dell Computer Corp <DELL.O>, Apple Computer Inc <AAPL.O> and Gateway Inc <GTW.N> as buy.

Called Dell the top player within the PC universe. Said Apple was "perhaps best positioned and most attuned to exploit the growth of the Internet." Said Gateway could deliver upside earnings surprises in 1999.

Started Compaq Computer Corp <CPQ.N> and Micron Electronics Inc <MUEI.O> as hold.

Said Compaq faces two challenges: Integration of sales and services organization from Digital Equipment and re-engineering of its distribution logistics.

Said Micron has staged a major recovery but said an "open question is whether the company can execute its marketing strategy to target the mid-sized business market.