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Technology Stocks : CSCO, MSFT, DELL and the future.
MSFT 512.45-0.9%12:47 PM EST

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To: Jim Patterson who wrote (3)4/5/1998 3:39:00 PM
From: Sonki  Read Replies (2) of 46
 
too bad INTC is not on this list. My top4 : msft,csco,dell,intc.
p. 91 of business week March 30 ranked SP500. here is a brief summary.

98 rank: msft, dell, csco, intel cpq.
97 rank: intc, msft, dell, csco, Trv.

i just read this article in BW which talks about being focused and single minded devotion ...re: ceo of these comanies.

dell has returned 2596% in last 3 yrs.
List of TOP TEN t for 3 yrs. in order of the returns.
dell, us airway grop, gudant, clar ch, tjx, sunw, csco, hbo, msft, conseco.
p. 79 business week march 30.
with dell return 2596% and
msft(2nd to last) 438%.
csco 485.6
sunw 495

unfortunaley, my intel is not in 1 yr or 3yr but that's ok.

only stock that were in 1y r AND 3 yr. Dell, Guidant.
Thought u all might find this intresting.

intel was my #1 holding 96/97 and now #4. obviosly since others out paced intel and had to reduce some intel due to asset allocation.

What would be a surprise for end of 98 99?
I think cpq & intel could move forward leaving Dell behind?
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