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Technology Stocks : Dell Technologies Inc.
DELL 133.35+0.1%Nov 28 9:30 AM EST

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To: edamo who wrote (117433)4/14/1999 2:19:00 PM
From: stockman_scott  Read Replies (2) of 176387
 
Mid-day update from the Street.com....FYI

<<Most prominently, Intel was down 1 3/4, or 2.9%, to 58 13/16 after last
night posting first-quarter earnings of 57 cents a share, 2 cents above
the 33-analyst forecast and well ahead of the year-ago 36 cents. But the
chipmaker said second-quarter revenue may be flat to slightly lower than
the first quarter's $7.1 billion. Credit Suisse First Boston started
coverage with a buy rating.>>

I love how some of these Fund Managers think they'll get some serious growth in cyclicals, papers, heavy mfg..etc....SOME of these Funds are taking some profits on their DELL, INTC, holdings etc...yet they are replacing them with low quality stocks -- no SUSTAINED growth in sales and earnings. IMHO, only the tech sector delivers it in a robust way.

Patience will pay off. INTC and DELL will start to move later this spring when folks realize they actually are Premiere Growth Stocks to own.

Best Regards,

Scott
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