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Technology Stocks : Dell Technologies Inc.

DELL 133.20

+5.7%

Nov 26 3:59 PM EST

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To: edamo who wrote (129528)	5/28/1999 11:07:00 AM
From: David Harker	Read Replies (1) of 176387

OT - wireless trend - a shameless plug. This thread informed me about netp, so I'll return the favor here with RFMD - (which I learned about in a recent SmartMoney article on the 'next' great tech stocks, which spoke about long, long-term holdings like Dell, how well they've done, and what some of the next great long-term holdings might be). If interested in Wireless, and investing in that trend, RFMD is a great choice (I own some). They make the chips that send/receive that wireless signal - in cell phones, wireless lans, etc. Pretty much all their product line is "chips to make wireless stuff work". They have an exclusive and perpetual license on some of their technology from TRW, they have a deal w/ IBM on manufacturing of chips, and have a large customer list - Nokia, etc. They have exceeded analysts's quarterly estimates by 25% - 75% in each of the last 4 quarters (see link) and earnings estimates keep getting raised: biz.yahoo.com Here is a CS First Boston analyst report: exchange2000.com Here is NBMO report: exchange2000.com

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