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

To: Alohal who wrote (122564)	5/5/1999 9:20:00 PM
From: DellFan	Respond to of 176387

Chuzzlewit - From whence is the YPEG for S&P 500 obtained?

To: Alohal who wrote (122564)	5/6/1999 8:35:00 AM
From: nihil	Read Replies (1) \| Respond to of 176387

Any sell-side analyst who allows himself to be required to cover more than a single industry is a fool. The advantage of a MER is that it can have one or two guys covering a single industry, as the Dogless One covered semiconductors. Of course he has to groove with the POC analyst. He is able to maintain close relationships with the top guys in his major companies. They dare not lie to him, and he needs to tight with them. When he blows his links with the key company (as the Dogless One did with Intel) his life is likely to be very short. The few key analysts who do original work, have detailed models and inside links with the key firms and the industry, and stick to their guns can move the markets. Do you suppose these guys have informants in the companies? Most overworked multi-industry analysts are simply reactors to events and followers of the key people. The worst thing in their lives is when the key analysts disagree and one gets a bimodal discrepance for a firm or industry. As long as the multi-industry guys are agile and keep up with the keys, they can show that they are part of the concensus and survive.