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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?


To: Mohan Marette who wrote (94340)2/3/1999 9:55:00 AM
From: Sig  Read Replies (3) | Respond to of 176387
 
Mohan:
This is shaping up into what could be a very good year.
1. The market does not have to go up for Dell to blow-away
the conservative growth estimates.( But probably will anyway)
2. The abundance of news on AOL,Yhoo, Msft deals/buyouts will continue to overload the phones lines. And keep investors hopes up regardless of earnings.
3. The sheer size of cable/internet/ tech investments and contracts( such as the $1 Bil quest deal) present mental pictures of potential earnings gains.
4. Even bad news on Dow stocks can be a positive for tech stocks as money seeks better returns. (Gee is there still only 1 tech in the Dow stocks or have I read that wrong)?
Per 45,50,55,do I hear 60? 60 going once..
SES



To: Mohan Marette who wrote (94340)2/3/1999 11:35:00 AM
From: Voltaire  Read Replies (1) | Respond to of 176387
 
Hi Mo,

Be lying if I said I had a feeling on QWST. It is definitely a go on AOL especially after the news this morning about the credit card deal. CSCO just does not seem to be as dynamic as it should, TWX is simply a great stock now with Turner's holdings added in the mix.

Voltaire



To: Mohan Marette who wrote (94340)2/3/1999 11:42:00 AM
From: SecularBull  Read Replies (2) | Respond to of 176387
 
Short or long on QWST and CSCO?