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

To: Sig who wrote (148722)	12/8/1999 8:36:00 AM
From: Calvin	Respond to of 176387

From the Option Investor Newsletter: Largest Short Positions NASDAQ Rank Nov. 15 Oct. 15 Change 1 Dell Computer 50,910,477 50,795,305 115,172 2 Cisco Sys 45,476,522 41,913,992 3,562,530 3 Intel 36,698,561 37,586,522 -887,961 4 Microsoft 34,243,978 31,735,669 2,508,309 5 Qwest Comm Int 29,457,369 25,238,901 4,218,468 6 Amazon.com 29,256,028 36,919,383 -7,663,355 7 MCI Worldcom 28,310,350 25,113,459 3,196,891 8 E*trade Group 28,307,031 26,757,152 1,549,879 9 Oracle Corp 24,307,926 22,742,493 1,565,433 10 Nextel A 24,110,466 23,975,398 135,068 11 Comcast A spc 20,030,890 14,711,898 5,318,992 12 Global Crossing 19,884,422 24,942,658 -5,058,236 13 Peoplesoft Inc 17,304,258 18,263,768 -959,510 14 Ameritrade Hldg A 16,728,961 14,715,342 2,013,619 15 Globalstar Tel 16,094,145 14,038,347 2,055,798 Other Notables: Yahoo 14,201,884 12,586,194 1,615,690 Ciena Corporation 5,551,676 4,228,239 1,323,437 AtHome Corporation 13,392,536 17,379,044 -3,986,508 Ebay 5,564,312 6,068,850 -504,538 CMGI 10,393,116 11,700,164 -1,307,048 Apple Computer 7,399,852 6,872,607 527,245 NYSE 1 Vodafone ads 76,979,365 70,579,714 6,399,651 2 AT&T Corp 72,210,559 69,827,674 2,382,885 3 Abbott Labs 58,930,283 64,192,454 -5,262,171 4 Walt Disney 58,608,964 57,653,168 955,796 5 Wal-Mart Stores 44,265,243 40,581,231 3,684,012 6 Lucent Technologies 39,467,209 48,657,236 -9,190,027 7 BP Amoco 34,850,708 21,928,039 12,922,669 8 EMC Corp 33,677,063 31,910,872 1,766,191 9 Kmart Corp 33,612,739 35,746,082 -2,133,343 10 Infinity Bdcst 32,317,790 30,820,865 1,496,925 11 Columbia/HCA Hlth 32,113,932 31,164,094 949,838 12 America Online 31,676,556 32,234,882 -558,326 13 Sprint PCS 30,048,117 20,798,545 9,249,572 14 Time Warner 29,732,970 32,870,409 -3,137,439 15 Citigroup 28,740,718 20,713,749 8,026,969 16 Nortel Netwk 27,494,276 16,171,863 11,322,413 17 Compaq Computer 26,060,644 20,309,720 5,750,924 Some of your favorite stocks may be on this list, and if any of them report a positive news event, watch out above, especially for the Nasdaq issues. If this index keeps going on pace, the energizer bunny will be looking for a new job, as the energizer Nasdaq will become the new spokesperson! At least our pink friend will help out next month's employment data as he searches for a new position.

To: Sig who wrote (148722)	12/8/1999 1:22:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

Hi Sig, I still think that the trick for investors is to find good long-term growth stocks at reasonable valuations. About a year ago I noted, on a different thread, that there will be real winners in the internet revolution. I still believe that, but they won't be the Amazons and similar e-tailers. They will be suppliers of infrastructure and traditional brick and mortar businesses that will embrace the internet as a way to improve their inventory control and expand their sales presence. That is precisely what Dell has done. And when the smoke clears (who knows when), the companies that have successfully adopted the technology will be the real winners, while the bulk of the dotcoms will be distant memories. Unfortunately, the networkers and B2B enablers seem to have priced themselves out of the universe, not to mention the ball park. Fine growth companies like CSCO have stock prices that would be consistent with a certainty of 50% per annum growth for the next 10 years! So that leaves the "click and mortar" companies as the best places to find growth. ***** I use a very simple-minded approach in analyzing many of the new companies. Instead of focusing on the technohype I ask what business is the company in, and then analyze it from that perspective. For example, YHOO is in advertising. So go to the large advertisers and broadcast companies (TV, and radio) and look at their revenue. Then assume that the new technology will result in a shift of some portion of that revenue stream. Now you can develop some reasonable valuation scenarios by assuming that the value is based on the free cash flow generated, not an arbitrary multiple of the revenues. TTFN, CTC