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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: Tony Viola who wrote (28836)	8/29/1999 9:57:00 AM
From: PMS Witch	Read Replies (3) \| Respond to of 74651

Probably the the wrong thread to discuss this, but since I'm more off topic than on these days, I'll forge ahead. I have a large portion (53%) of my portfolio in Microsoft, and I consider MSFT and INTC as two sides of the same (manufacturing) coin. I view DELL as a SALES organization; hence, somewhat different. For tax reasons, I cannot trade my core positions. For living expenses, I need to trade SOMETHING, and I'm best off trading in something I'm comfortable with: DELL. I used to trade INTC. I found the market presents this stock at bargain basement prices from time to time. At other times the market shows a willingness to acquire this stock at prices too compelling to overlook. Fundamentally, this is a sound company and a sound investment. When working with limited resources, one must deploy them the best way they know how. I can't be invested in everything I like at all times I like: I must pick and choose. Sometimes, I select wisely, other times I don't. By the appearance of your chart, I could've done better. I was attempting to share the thinking behind my decisions; not the decisions themselves. I didn't want or expect my investing strategy to be followed, but I'd hoped readers would see that making one's own decisions and eventually profiting by them would not only lead to a winning, profitable portfolio, but also to some satisfaction in knowing their success was achieved with their own effort. To many, this reward is more important than the dollars. Cheers, PW. P.S. I threw in the DELL vs. INTC thing into my post because, although I agreed with the views I was responding to, the match wasn't EXACT, and I didn't want anyone mislead, so I added the 'stray' information. Sorry for any confusion I caused.

To: Tony Viola who wrote (28836)	8/29/1999 12:09:00 PM
From: taxman	Read Replies (1) \| Respond to of 74651

"Dell is not even a king" name calling will not hold mr dell back. i see earnings doubling at least twice--to 1.05 in fiscal year ending january 2001 and to over 2.00 by fiscal 2004. he hasn't failed me yet. $$$$$ MICHAEL DELL SEES NO END TO STRONG GROWTH At the Dell DirectConnect conference for major customers, Dell said there was no reason to believe that the pace of sales growth - more than 40 percent the past two quarters - would slow even as their share of the market gets bigger and bigger. Michael Dell told reporters that Dell would continue to "grow at multiples to the market' and that strong growth was sustainable until the company had a much larger piece of the global personal computer pie. "We have just 10 percent of the global market,' he said. 'I don't think this will be an issue for us until we get to 25 percent.' COMMENT: Compaq is still leading in the US with 17%; Dell was just behind with 16.4 percent of the U.S. marketplace, but trailed Compaq worldwide by a margin of 14 percent to 10 percent. But how things have changed in a year. Next year at this time? Dell is #1 - you heard it here first! Copyright The Bull Market Report regards