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Strategies & Market Trends : Stock Attack -- A Complete Analysis
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To: dennis michael patterson who wrote (20313)4/8/1999 11:49:00 PM
From: Electric  Read Replies (3) of 42787
 
dennis,

I really like DELL, and I think they are going to be at the top for quarters and years to come. I also think they will continue to trade at very high multiples. I think they have intelligence and organization, and those characteristics dont go away. I think the top managment is looking at the future and are making choices that will provide future revenue streams and keep the company on top. I think that new website offering components/products is an excellent idea. MD is one very smart cat, I wish I was his roomie in college..lol

I think the PE is too high though even at these supposed low levels. DELL will possibly swoon here as earning season is again with us and the has-none's trip over themselves missing earnings. I think we may see DELL in the 30's again, so I will be patient.

What are you liking here? I think we are seeing weakness in AOL, be careful I dont like the action the last few days on it. Maybe good earnings anda split will give it more legs, but anything less than DELL type numbers and there will be pain in many mutual funds.

I am looking tomorrow for a few bucks, any ideas? I have some free capital and want a daytrade. I am thinking the brokerage stocks, but somthing tells me that tomorrow has to be a rest day..

I really liked the rate cut today, that helped. Finally has anyone else noticed how gas prices have gone up 40 cents a gallon when oil has moved up only slightly? Very annoying.. Almost as annoying as the fact that we are going to get 6 inches of snow tonite... yucck...
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