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To: Uncle Frank who wrote (20054)	3/13/2000 5:11:00 PM
From: stockman_scott	Respond to of 54805

uf: DELL's now 'in bed' with Ariba <G>...FYI... Message 13194243 IMO, DELL is making some wise moves and the marketplace seems to agree...In the last few weeks DELL has surged to a 52-week high....I guess my relatives that have patiently held on to most of their DELL may be rewarded after all <G>....This same group of relatives held all their INTC and ORCL when these stocks were out of favor -- not a bad move since both firms have really thrived in the last year....Sometimes the LTB&H method can work quite well..;-) Best Regards, Scott

To: Uncle Frank who wrote (20054)	3/24/2000 4:32:00 PM
From: stockman_scott	Read Replies (1) \| Respond to of 54805

Cisco is now the world's most valuable company...FYI... siliconinvestor.com <<Cisco overtaking Microsoft "certainly validates the networked economy that Cisco is revolutionizing," said Brian Goodstadt, an analyst with the Standard & Poor Equity Group. Microsoft, while still a strong generator of corporate profits, generates much of its income from desktop applications and operating systems. While the Internet has boosted demand for Microsoft's products, Cisco, whose routers carry most of the traffic running over the network, is seen as a bigger beneficiary of its growth and its earnings gains have far outpaced Microsoft in recent quarters.>> Regards, Scott