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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: Catcher who wrote (17928)3/13/1999 8:01:00 AM
From: blankmind  Read Replies (1) | Respond to of 74651
 
- First: Think how much Expedia would be worth; compared to Preview Travel (PTVL: now $22; was $44; huge losses every 1/4).

- I think the upcoming reorganization will do more for shareholder value than anything else.:

- most internet companies have losses or astronomical p/e's.

- I predict that once the internet piece is on its own, there's going to be a massive rallying cry to spin these off piece by piece; and leave the cash cows of operating systems & applications to the parent.



To: Catcher who wrote (17928)3/13/1999 12:27:00 PM
From: larry  Respond to of 74651
 
I think that when DELL reported 0.288 for the Nov. quarter, it already raised the red flag. I sold all my DELL at over 70 (pre-split) and shorted at 72, all the way down to 60 (including buying puts). Bought back at 60 and basically rode it to 102, then got out. DELL is still a great company, but its days of hyper growth (stock price) is over because the issue is getting so ahead of itself.

good luck,
larry!


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