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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked -- Ignore unavailable to you. Want to Upgrade?

To: Junkyardawg who wrote (8955)	1/20/1999 10:23:00 PM
From: puborectalis	Respond to of 90042

NO BRAINER......DELL!......................................................................To: J. D. Main (80315 ) From: J. D. Main Sunday, Nov 15 1998 10:28AM ET Reply # of 90402 Following paragraph from S&P Investor's Monthly..... Dated November 1998 and received from Fidelity Investments. Standard & Poor's Technology Group Head Megan Graham-Hackett's top picks in the computer hardware area include Dell Computer, Cisco Systems, and IBM. Dell has the capability of leveraging its direct business model to continue to grow its market share and earn- ings at a faster pace than its peers. It has limited ex- posure to troubled areas of the globe and could become a beneficiary of the push to upgrade PCs to make them Y2K compliant. The shares in the meantime are trading at a discount to our estimate of the company's earnings growth rate projected over the next two to three years