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Technology Stocks : EMC How high can it go? -- Ignore unavailable to you. Want to Upgrade?

To: JDN who wrote (6928)	6/30/1999 10:50:00 AM
From: BI*RI	Read Replies (1) \| Respond to of 17183

O.K. if the question is real, then, yes, I would have given you DELL as one such company. Another is Compuware (CPWR) with 35% growth for eons, and a mid- to large cap is Tellabs (TLAB) with several years of 30% plus growth. I'd have to check specifics but in retail I'll submit both The GAP (GPS) and Home Depot (HD), as well. Long all of them. And of course EMC. Marc

To: JDN who wrote (6928)	6/30/1999 11:14:00 AM
From: JRI	Respond to of 17183

Agreed in long run..however, in short-run....if bond market believes rates are going higher, high PE stocks will look less attractive, and we may not see the same appreciation (than if) market believes inflation is well-behaved.. Fed continuing tightening bias could lead to a dampening of high PE stocks until next Fed meeting (I do think we will see a July earnings rally, but tightening bias would probably limit it).. If Fed goes back to neutral, I believe fund managers will rotate some out of cyclicals and back into growth (AOL, Dell, Cisco, EMC, WCOM, etc.).. 1/4 pt. a given. No way 1/2 (would kill international markets)..50/50 they leave the bias...