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

To: Frank Ellis Morris who wrote (18722)	3/27/1998 8:50:00 AM
From: billwot	Read Replies (2) \| Respond to of 27012

Good Morning all-Looks like a good day coming up! I am leaving for Jamaica for a week in the morning and have a long list of things to do today, so this will probably be my last past for a while. Going for my youngest daughter's wedding. All the girls have laptops, so maybe will check in periodically. Hope the markets are good-will need the money!! From briefing.com "08:23 ET Market Indication: Market poised to fly this morning! Current level on the S&P futures indicates Dow open of plus 50. Europe up (France +1.4%, Germany +0.9%), while most major Asian markets retreat (Japan -1.4%, Hong Kong -0.2%). S. Korea flat. Receiving warnings this morning from Silicon Graphics (SGI) and In Focus Systems (INFS). Adobe indicated 4 pts lower." billwot Splits

To: Frank Ellis Morris who wrote (18722)	3/27/1998 4:54:00 PM
From: Sonny McWilliams	Read Replies (1) \| Respond to of 27012

Hi Frank. Too bad the market lost its steam after a nice beginning this morning. But I guess we can't complain. I will go and watch 3 bears coming on at CNBC. But I don't care what they will say I think that 9000 is in the cards soon unless the FED raises interest rates. The rumor mill is going on that again. Oil was up and is now down again. So where is the beef for the FED's to raise the interest rate? Anyhow, have a nice weekend and like Margaret always says: Don't forget to watch WSW. It will come on even if they have fundraising first. Sonny

To: Frank Ellis Morris who wrote (18722)	3/27/1998 4:58:00 PM
From: Sonki	Respond to of 27012

dell got down graded to SELL... but..Dell Is the Clearest Buy: Dell claims that it has been unscathed so far in the price battle that's bleeding Compaq and HP. And indeed, it stands to reason that a company that builds to order and sells directly would be insulated from inventory-related problems. Compared with other PC vendors, who turn their inventories over maybe 10 to 12 times a year (not counting their distributors' own inventory delays), Dell turns its inventory more than 30 times. In addition, Dell mainly serves corporate technology buyers, who are less sensitive to price and more concerned with performance. (That's one reason Dell's average sales price is $500 more than Compaq's.) Even so, says T. Rowe Price's Morris: "It would be fantasy to think that Dell can totally escape the industry's pricing pressures." Dell has several options to maintain profits when the squeeze hits. For starters, it is aiming to take more custom orders over the Internet, a sales channel that is particularly popular with consumers and small-business owners, two kinds of customers Dell is keen to win over. Internet sales currently run more than $4 million a day, and Dell hopes to increase that figure to half the company's revenues (which were $12 billion last year) over the next few years. The company is also working hard to sell more servers. Goldman Sachs' Schutte estimates that if servers made up as large a proportion of sales for Dell as they do for Compaq, Dell's overall operating profit per unit would shoot up from $275 to $400, a full 47% higher than Compaq's operating profit. Server sales more than doubled for Dell last year. All indications are that Dell is doing fine; yet some of the industry's uncertainty has crept into the stock recently, taking the price from its high of $70 to a recent $63. DMG's Kwatinetz thinks Dell can keep earnings chugging along at a 30% annual pace or better through the end of the millennium. However, with the P/E at a lofty 34, the stock is likely to be susceptible to turbulence in the rest of the industry. If you have a chance to buy Dell at a lower price in the next few weeks, do so. Anything in the 50s is a steal.

To: Frank Ellis Morris who wrote (18722)	3/29/1998 7:09:00 PM
From: Frank Ellis Morris	Read Replies (4) \| Respond to of 27012

To all My Friends, My Personal Note of Thanks Today, Sunday, March 29, 1998 marks the first anniversary of Intel Strategy for Achieving Wealth and Off Topic. Yaacov made the first post today (18757) at 4:13am East Coast Time (USA). My very warm, special and heartfelt thanks for all the outpouring of cares, feelings, spirit, emotions, best wishes and topics of general concerns. Many of us have found new friends and yes we are like a family. My personal thanks once again for all of you who have supported me and are wishing my success with one of my life's greatest dreams come true. No matter where my future may be I will always carry you in my heart. Lifting my glass I make this toast to wish you all the best in your lives a future of promise good fortune love happiness and music. May a long and wonderful life always be your Destiny's road. Your friend Best Wishes and love Frank