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Technology Stocks : Dell Technologies Inc.

DELL 124.16

+0.1%

10:49 AM EST

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To: J. D. Main who wrote (85086)	12/13/1998 11:35:00 AM
From: Frank Ellis Morris	of 176387

Enjoyed the article and particularly the part that read: Phil Orlando, portfolio manager at Value Line Asset Management, said his firm sees continued economic slowdown ahead. He looks for stocks in “sectors that will grow materially stronger than the broad average and high-quality companies that are well-managed and dominate their market niches.” Here are his picks: Cisco Systems (CSCO): “Cisco Systems dominates the networking sector,” he said. “They account for 75 to 80 percent of all of the new products in that area. The stock has done very well — trading now around $80 a share. Looking out 12 months it's a $100 stock — it pays to hold it.” Dell Computer (DELL): “Dell dominates the [PC] market. Michael Dell is a fabulous operator. The direct sales model is working very well, the margins are excellent. The stock has also done very well, but with 30 percent growth we're looking at a $100 to $105 stock price in a year. Even looking at all the problems in Asia this company continues to dominate — producing very, very strong numbers.”

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