Roger's 1998 Short Picks Message Board

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Strategies & Market Trends : Roger's 1998 Short Picks

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To: Lazlo Pierce who wrote (9468)	6/1/1998 1:02:00 PM
From: craig crawford	of 18691

<< Well, If Dell doubles from here in a year, they'd have a market cap of over 100B >> Won't it be amazing? << That's kinda hard to believe (Intel now is @ 105B), even for me >> I see INTC at 116B but who's counting. Anyway I don't see how that's so far fetched considering INTC has already had earnings declines for several quarters and they are expected to continue for a while. (Forecasts are for a 17% decline next Q) Kurlack forecasts INTC to have 2 consecutive yearly declines in earnings. (1997==>1998==>1999) Contrast this to DELL, who has grown their earnings 55% over the last 5 years and is forecast to grow them at 40% for a while Does $100 billion seem all that far off? Last Q EPS gains or (loss) vs. the prior year M$FT...25% INTC...(34%) C$CO...30% DELL...63%

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