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Technology Stocks : CSCO, MSFT, DELL and the future. -- Ignore unavailable to you. Want to Upgrade?

To: cindy anderson who wrote (1)	3/31/1998 11:22:00 PM
From: Putwo	Read Replies (2) \| Respond to of 46

CSCO and MSFT will certainly continue - hold and retire on the money - but hardware will have a difficult time - CPQ may be the eventual winner

To: cindy anderson who wrote (1)	4/2/1998 11:58:00 AM
From: Jim Patterson	Read Replies (2) \| Respond to of 46

All of these companies have done extremely well. They are all well run. They are all leaders in their segments. They are in segments that will grow rapidly forever. They are loved by all investors. They are all trouncing their competition. They never disappoint investors at earnings time. An analyst would get fired if he/she ever said anything bad about them They are all at very high valuations. They are all experiencing slowing growth rates. They are all expected to beat earnings ests handily. They are all under relentless attacks from their competitors. They are all Over owned by institutions. They are all dependent on PC growth, which is slowing. As long as the market only sees what it wants in these companies, then these three stocks will continue to be 3 of the strongest stock on the board. There is no reason why any of these companies cannot continue there out preformance indefinitely. Especially in a market when the earnings focus changes to a time when there will be no problem. A recovery is always in the offing. Will MSFT ever loose the desktop, very doubtful? Will CSCO ever loose the Router market, (only to L3 switching) Will DELL ever stop growing units by 100% per year, No way, best run PC Company ever. There you have it. There is no reason to ever sell any of these three stocks, no matter what happens going forward. If no one ever sells, they will always go up. Last if something were to happen and a mutual fund owned the stock, the powers at be could not be angry with the professional money manager. After all, these stocks speak of the American dream, Unlimited success. Jim