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Non-Tech : Philip Morris - A Stock For Wealth Or Poverty (MO) -- Ignore unavailable to you. Want to Upgrade?

To: Geoff who wrote (2383)	9/23/1998 7:06:00 PM
From: stockman_scott	Respond to of 6439

I would never invest in a company that produces tobacco (the liability this company has is HUGE). I have gotten all of my relatives out of MO and into DELL (my largest holding). DELL has a much better business model, stronger management, and products that truly ADD VALUE to society. Compare the 100 week or 100 month total return to investors for MO and DELL. You will see the significant advantage of investing in DELL -- the S & P stock of the decade. Recently I have seen some of the top performing mutual funds selling stocks like MO, Coke, and Gillette. They are investing in the blue chips in the tech sector (eg. DELL, MSFT, and CSCO). Consider selling MO ASAP and investing in a stock with greater potential like DELL. You will thank me 5 years from now. DELL IS THE NEXT DELL. Good Luck with your investing decisions everyone. -Scott

To: Geoff who wrote (2383)	9/23/1998 8:06:00 PM
From: billy d	Read Replies (1) \| Respond to of 6439

I added to my position today. I personally think that the move today in the general market is a bull trap. Greenspan may cut rates but it won't be enough to rescue earnings for atleast the next two quarters. It almost seems to me that MO will do better if the market goes down or stays flat. It is a great defensive play and I still think thats where the money will be going. Greenspan also said that the "contagian" seems to be getting worse. I think alot of investors are ignoring that. Deflation looks imminent to me. Does the fact that MO increased their dividend a few weeks ago signal confidence that a settlement may be on the horizon or do they just have a ton of cash? Any input appreciated.