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

To: david who wrote (116689)4/12/1999 1:48:00 PM
From: Mohan Marette  Read Replies (1) | Respond to of 176387
 
Tells you how much Merrill knows,next thing you know they'll upgrade CPQ to a 'Strong Buy' on account of the low..low price,world class management and NO P/E-'Real value there' they probably would say. Another thing they might say is that CPQ missing the estimate by over 50% is all a nonsense and bull crap since they are increasing the earnings from 1 penny to 15 and that is a 'whopping' 1400% increase in sequential growth in earnings.Surprisingly people will buy it too,this is what I am thinking.



To: david who wrote (116689)4/12/1999 1:55:00 PM
From: JRI  Read Replies (1) | Respond to of 176387
 
I don't believe..their analyst came out positive on Dell this morn. EOM



To: david who wrote (116689)4/12/1999 2:01:00 PM
From: Calvin  Respond to of 176387
 
All I can find is this:

Merrill Lynch & Co. analyst Steve Milunovich said issues expected to affect Compaq's first-quarter earnings are likely to continue into subsequent quarters. "This probably isn't just a one-quarter problem", he said. "There are some structural issues at Compaq."

No mention of Dell.


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