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

To: Elwood P. Dowd who wrote (42593)	1/7/1999 5:36:00 PM
From: Lynn	Respond to of 97611

This one wasn't posted here either, El. I'll rephrase the question of someone who posted this article over at the EMC thread asked (re EMC): No CPQ? I know, Dell is in the group--but I sure would rather have had CPQ in it: Thursday January 7, 2:01 pm Eastern Time Company Press Release Leading Enterprise Computing Companies Form Group to Promote New Input/Output Server Specification Intel, Dell, Hitachi, NEC, Siemens, Sun Microsystems Chartered with Developing, Implementing Industrywide Next Generation I/O Specification for High Performing Servers biz.yahoo.com Lynn

To: Elwood P. Dowd who wrote (42593)	1/7/1999 5:56:00 PM
From: Night Writer	Read Replies (2) \| Respond to of 97611

Interesting reading. Includes comments on Cohen report. NW Analysts said Wall Street was keeping a close eye on a report by Goldman's Cohen, who cut the stocks allocation in her model portfolio to 70 percent from 72 percent, even though she said she was still a bull. Cohen was not available for comment, but in her research report she said equity valuation was "less attractive today than in September when stock prices were roughly 30 percent lower." However, she stressed that she did not view valuations as excessive and still saw the U.S. economy as "a supertanker sailing ahead." marketwatch.newsalert.com