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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Frank Ellis Morris who wrote (145837)	10/26/1999 11:10:00 PM
From: Sig	Read Replies (4) \| Respond to of 176387

<< I would like to wring somebody's neck if I new what or who is behind the drive to keep Dell down?? >> techstocks.com 1. Minimum 5 stocks all in same boat since January Dell, csco, msft, intc, Lu 2. Fund managers soaking up $100 bil/yr in fees and loads from public. 3. More people now attracted to volatility of IPO's, web stocks. Its beyond dispute the Feds are out to keep market down, since market and bond rates move in opposite directions and they raise the rates while knowing that effect. But one area where old-timers miss the boat is to assume that the big 4 cannot continue to grow at 30 or 50% per year. A lack of vision as to how large the market will be.... Msft - 90 % market share Csco- most of a market Intc 70% of market share. Dell 14% market share So each new quarter these companies have to prove they can continue the growth, producing comments like 'awesome" or 'By George, they did it again' And that is despite the fact LU has beat earnings ever since it went public in 1996, or that Dell has met or beat earnings estimates for about 20 straight quarters now. The world has not totally accepted the computer/web as a necessity - could be a fad like bowling or archery or C/B radios. Oct 19 th Msft Earnings jump 30% Oct 26 th Lu reaps 50% gain in profits Oct 12 Intc earnings grow 24% Aug 17 Dell earnings jump 58% Aug 9? Csco earnings increase 31% Average earnings increase for last period = 38.6/yr % Average stock price performance last 50 days= (-1%) Average stock price performance for 40 weeks = 13% Nasdaq last 40 weeks =13% Nasdaq last 50 days= +6% Summary: The bet is on that the awesome year over year growth of these stocks is finished. An era is over, geeks have just been lucky, computers will be free, nobody needs more than one, Chinese can't afford them. Feds will break-up Msft (and kill a golden goose) Y2K is upon us. October is upon us. ISP's will be free. BUt this doesn't bother me, why get upset merely because some &(HG^^^ analyst tars all these stocks with the same brush, nonE of ThosE Low doun slithERing criTTers ever bothErS me. NURSE- Where in *H&&L are my pilLs. And DONT Fergit The water Either- Ya'll Heah me? Shhhhhhhhhheeeeeeeeeeeeeeeeeeesh AnD why oh Why did They ever put Austin so close to Houston. Sig