Intel Strategy for Achieving Wealth and Off Topic Message Board

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Technology Stocks : Intel Strategy for Achieving Wealth and Off Topic

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To: Sonny McWilliams who wrote (22778)	2/16/1999 8:47:00 AM
From: Frank Ellis Morris	Read Replies (3) of 27012

Good morning Sonny, What a difference a couple of days can make. Thanks to the G7 and cooperation from the Japan the markets in Europe were cheered by the fact that Japan reversed its earlier policy regarding interest rates. The S+P's are looking strong but like other morning we have seen a good start finish to the down side and I am hoping that this will not be the case today. GLOBEX PRICES AS OF 02/16/99 07:35 AM TRADE DATE: 02/16/99 S&P 500 MAR99 1246.00 +770 NSDQ100 MAR99 1999.00 +2800 The world will indeed be watching the results of Dell computer and nobody will be more interested then I since it is my largest holding I am hoping for the best. I have never seen so much discussion at SI for a stock over the weekend then what we have seen with Dell. I cannot believe that a couple of hot shot wantabees can jar the tech world so much and get more attention then all the best minds running the great mutual funds who include Dell, AOL , and Microsoft at their top holdings In contrast to the naysayers, Credit Suisse First Boston said Dell was ''on track to meet or beat'' its fourth quarter earnings estimate of 31 cents per share and it also said revenues appear to be ahead of its $5.4 billion estimate. Even with heightened corporate competition, Dell is still growing at a much faster clip than its rivals, Warburg Dillon Read LLC analyst Charles Wolf said. The company has continued to grow at roughly three times the rate of Compaq, the No. 1 overall supplier of PCs, according to industry estimates. ''It's difficult to believe that the competition has heated up to the point that Dell will report a weaker quarter,'' Wolf said in a telephone interview. A Dell spokesman declined to comment on its results ahead of the earnings report. Hope we all have a great day. February really has been a brutal month so far in contrast to the last week of January Have a good day Frank

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