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

To: JRI who wrote (112971)	3/28/1999 8:34:00 PM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

Bloomberg picks up Abby Cohen comments -DELL & IBM undervalued. John: Looks like Bloomberg picked by Abby's comments from NYT,it couldn't hurt. ===================== Dell, IBM Shares May Be Undervalued, Goldman's Cohen Tells NYT New York, March 28 (Bloomberg) -- Dell Computer Corp. and International Business Machines Corp. are two technology companies selling below the market's price-to-earnings ratio which ''deserve'' to be selling at higher multiples, said Goldman, Sachs & Co. investment strategist Abby Joseph Cohen, the New York Times reported.. Cohen also said that BankAmerica Corp. and Bank One Corp. are trading at a discount and represent value after bank stocks were hurt in August and September. Cohen said the strength of the U.S. economy will continue to help cyclical stocks, and she likes the energy industry, the paper said. Cohen raised her forecast for the Standard & Poor's 500 Index earlier this month, saying the benchmark could end the year at 1325 instead of the 1275-1300 she previously estimated. quote.bloomberg.com

To: JRI who wrote (112971)	3/29/1999 8:02:00 AM
From: Mohan Marette	Read Replies (3) \| Respond to of 176387

Compaq's 'expensive' move-WSJ [ref:shopping.com] John: Looks like somebody made a $200 million boo-boo,wonder how much gigabuys cost Dell to develop? Not $200 mil by long shot. ============================ Technology News Mon, 29 Mar 1999, 7:55am EST Compaq Purchase of Shopping.com Was 'Expensive,' WSJ Reports Houston, March 29 (Bloomberg) -- The purchase of Shopping.com by Compaq Computer Corp., the world's largest personal computer- maker, may have been too ''expensive,'' as Shopping.com has a troubled history and needs to boost revenue, BancBoston Robertson Stephens analyst Daniel T. Niles told the Wall Street Journal's ''Heard on the Street.'' The U.S. Securities and Exchange Commission temporarily suspended trading in the online merchant last March because of evidence of manipulative activity, and company founder Robert McNulty was sued by the SEC in 1994. Even if Shopping.com isn't profitable, it's unlikely to hurt Compaq as Shopping.com is a much smaller company, said Piper Jaffray Inc. analyst Ashok Kumar, and Compaq's Alta Vista Vice President Mike Rubin told the Journal that Shopping.com could be ''big, big, big.'' Compaq said earlier this month that it completed its $220 million acquisition of Corona del Mar, California-based Shopping.com, for which Compaq paid $18.25 a share for all the outstanding shares. (WSJ 3/29 C1 wsj.com)