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

To: Sig who wrote (175181)	9/21/2005 10:55:40 AM
From: John Koligman	Read Replies (1) \| Respond to of 176388

OT So I hear 26% of our 'remaining' refining capacity is in the path of Rita. I'm an ardent believer in more conservation (no need for all those soccer mom Ford Expeditions on the road), but perhaps we need to build a bunch of refineries up here in the Northeast and on the Northwest coast?? As for Dell, I've always said I like it in the 20's, but perhaps I'm a trading buyer a bit above that <ggg>. Best regards, John

To: Sig who wrote (175181)	9/27/2005 4:34:16 PM
From: stockman_scott	Respond to of 176388

06:44 AMD Advanced Micro heading to $50 - Barron's (22.98 ) Barron's discusses AMD, saying that there are a bunch of reasons why you might be tempted to sell AMD. Not the least of them being that the stock has ran to $23 from $7 three years ago. Pure and simple, the prospects for AMD have never been brighter. While semiconductor stocks are always subject to bouts of vertigo and AMD would suffer with the rest if, say, PC sales started to lag, it would still likely fare better than the competition b/c it's gaining mkt share in high-end processors at a dazzling pace. Moreover, the co is busily moving ahead with a plan to spin off the flash-memory biz, known now as Spansion, which would greatly ease that formidable drag. Buoyed by the smashing success of its innovative new products that have left Intel scrambling to catch up, AMD is in a strong position to rack up impressive growth in microprocessors as far as the investment eye can see. Once the spinoff of Spansion is done and flash no longer masks the sizzling profits in processors, odds are investors will focus on a richly profitable business growing 40-50% annually. Result: Two years out, AMD shares could be pushing $50.