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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked

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To: Junkyardawg who wrote (8955)1/20/1999 10:23:00 PM
From: puborectalis   of 90042
 
NO BRAINER......DELL!......................................................................To: J. D. Main (80315 )
From: J. D. Main
Sunday, Nov 15 1998 10:28AM ET
Reply # of 90402

Following paragraph from S&P Investor's Monthly.....

Dated November 1998 and received from Fidelity Investments.

Standard & Poor's Technology Group Head Megan
Graham-Hackett's top picks in the computer hardware
area include Dell Computer, Cisco Systems, and IBM.
Dell has the capability of leveraging its direct business
model to continue to grow its market share and earn-
ings at a faster pace than its peers. It has limited ex-
posure to troubled areas of the globe and could become
a beneficiary of the push to upgrade PCs to make them
Y2K compliant. The shares in the meantime are trading
at a discount to our estimate of the company's earnings
growth rate projected over the next two to three years
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