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Technology Stocks : Ascend Communications (ASND) -- Ignore unavailable to you. Want to Upgrade?

To: Darren who wrote (47004)	5/15/1998 6:06:00 PM
From: gbh	Read Replies (1) \| Respond to of 61433

but it's hard for me to believe that I will get the opportunity to buy INTC at 72 and DELL at 81. I think you're right about this. There were negative comments by Kurlak today about INTC, thats why they fell. We'll need a major correction (10%) to get them down another 10%. DELL has earnings on Tuesday. Will likely be good (or better), since they haven't warned, and have made positive statements throughout the quarter. Question with DELL will be their outlook. Can they possibly keep selling those $1500 - $2500 boxes when the world wants $1000? So far they've done it, and they don't sell much to the home user anyway, mostly business. But corporate America only stays stupid for so long, they will soon want these cheaper boxes. Key here will be their server sales. If this business is growing enough to offset lower prices (margins) in workstations, then they will be ok, and continue the upward trend. Also, they have gobs of cash, and may start buying back even more shares (ala IBM) to keep the bottom line looking good. Frankly, I think they're business model right now is awesome. If they hit 81 I'll be buying with you. Just don't think its very likely, that they will fall that far after another good quarter. Gary