Understanding tech stocks can be like trying to understand the wisdom of the Oracle of Delphi—the information is there, but it is often shrouded in mystery. The Nasdaq is on a roller coaster ride, dot coms stumble, and once-stable computer companies show losses in one quarter and gains the next. So what do you do? You look for straight talk from a real authority.
Morgan Stanley Dean Witter (MSDW) TechMails from TechRepublic can help you stay on top of the volatile tech stock market.
MSDW stock information and opinions will be delivered directly to your e-mail inbox. The service is free. All you have to do is subscribe to the MSDW Tech Stock Roundup and the MSDW Stock of the Week TechMails.
MSDW is a global financial services firm that maintains leading market positions in its Securities, Asset Management, and Credit Services businesses. The company is a leader in investment banking, including institutional sales and trading. MSDW also provides investment and global asset management services as well as consumer credit products. MSDW insight on tech stocks can give you the information you need to choose a stock for investment or a company as a vendor or partner.
The Tech Stock Roundup
The Tech Stock Roundup gives you research abstracts on several publicly traded companies every weekday. Subscribe to the Tech Stock Roundup and you’ll get MSDW opinions on performance expectations, analysis of company announcements and reports, revenue statements, and other important information. Here’s an example of a report on Oracle software that appeared in the MSDW Tech Stock Roundup on Nov. 2, 2000.
We believe people are definitely interested in upgrading to Oracle11i (ORCL). Upgraded performance is generally good, with certain early adopters having some performance issues. Upgrades with the latest version are trouble-free.
GE Power is rolling out ORCL Applications to 41 plants over two years. BellSouth could also be a marquee account and could be the first to roll out the entire suite of ORCL products. We have spoken to several people in the field—ORCL's largest division is forecasting 70 percent applications growth while most people have 50 percent in their models. The pipeline looks even better, and management is confident with 50-100 percent applications growth.
We maintain our STRONG BUY RATING. Although it is still early in the quarter, we are encouraged with ORCL's results so far. 11i is getting traction as evidenced by a pickup in activity from Price Waterhouse, the only real integrator of ORCL applications.
The Tech Stock of the Week
If you don’t have time to keep up with a daily tech stock TechMail, you can cut to the chase and subscribe to the MSDW Tech Stock of the Week. Each Friday, you’ll get a review of a tech stock selected by subscribers to the daily MSDW Tech Stock Roundup.