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

To: Jim Patterson who wrote (3)	4/4/1998 2:16:00 PM
From: FAISAL JILANI	Read Replies (1) \| Respond to of 46

Good analysis Jim i really appreciate you taking your time to reply. i agree with you on most things except i don't think that the PC sales will be slowing down at least until yr2000. I believe what we saw in the first qtr was just a slight correction but in my opnion going forward in the nest few qtrs, the PC sales will be better than ever before. While working for a consulting company I have realized that still a big chunk of corpotare America is running on systems when are near obsolution and a lot of money will be spended on IT related segments within an organization for at least a few years.

To: Jim Patterson who wrote (3)	4/5/1998 3:39:00 PM
From: Sonki	Read Replies (2) \| Respond to of 46

too bad INTC is not on this list. My top4 : msft,csco,dell,intc. p. 91 of business week March 30 ranked SP500. here is a brief summary. 98 rank: msft, dell, csco, intel cpq. 97 rank: intc, msft, dell, csco, Trv. i just read this article in BW which talks about being focused and single minded devotion ...re: ceo of these comanies. dell has returned 2596% in last 3 yrs. List of TOP TEN t for 3 yrs. in order of the returns. dell, us airway grop, gudant, clar ch, tjx, sunw, csco, hbo, msft, conseco. p. 79 business week march 30. with dell return 2596% and msft(2nd to last) 438%. csco 485.6 sunw 495 unfortunaley, my intel is not in 1 yr or 3yr but that's ok. only stock that were in 1y r AND 3 yr. Dell, Guidant. Thought u all might find this intresting. intel was my #1 holding 96/97 and now #4. obviosly since others out paced intel and had to reduce some intel due to asset allocation. What would be a surprise for end of 98 99? I think cpq & intel could move forward leaving Dell behind?