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Technology Stocks : Intel Strategy for Achieving Wealth and Off Topic -- Ignore unavailable to you. Want to Upgrade?

To: Stonehenge who wrote (12695)	11/2/1997 12:40:00 PM
From: Captain Jack	Read Replies (1) \| Respond to of 27012

Stonehenge---I believe you are correct. All my buys at this time are on margin and comprise of SUNW, AMAT. and a Y2K issue. Forgetting about 25% of my margin as we can still see lower lows--- but the upside is too great to pass on. Good luck! JOHN

To: Stonehenge who wrote (12695)	11/2/1997 2:17:00 PM
From: DennisToo	Respond to of 27012

Hi Stonehenge, Frank, Sonki & John,Margaret, and ALL, Interesting reading attached. One article on ASND but has data on others. Second article pretty cool. Jubek's Journal article from MS Investor: investor.msn.com Also, no charge for MS Investor if you use the following URL: investor.msn.com Enjoy the rest of your weekend and good luck to all, D2

To: Stonehenge who wrote (12695)	11/2/1997 6:14:00 PM
From: dougjn	Read Replies (2) \| Respond to of 27012

I think cpq and dell are taking lots of share in an industry whose growth rate measured in revs (as opposed to units) is turning down, cause avg. sell prices are turning down. Both have high multiples by historic norms. Esp. Dell. I consider both hyper risk. The market has now become very cognizant of multiples, or really, meeting earnings expectations, not just current quarter, but coming year. Personally, I think telecom equip and software are better places to be in tech. Regards, Doug