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Technology Stocks : America On-Line (AOL) -- Ignore unavailable to you. Want to Upgrade?

To: tang who wrote (7221)	3/19/1999 9:47:00 PM
From: Vendit™	Read Replies (1) \| Respond to of 41369

tang I hope my message via free LD was understandable.......

To: tang who wrote (7221)	3/20/1999 12:25:00 PM
From: stockman_scott	Read Replies (1) \| Respond to of 41369

AOL is a great stock but... for those of you who may have written off DELL, please read this new article: Message 8427279 BTW: I own DELL and AOL (and CMGI). IMHO, there is no reason why DELL and AOL (with similar valuations -- north of $100B ) can't both be SPECTACULAR performers for shareholders in the next few years. At the moment DELL is a little out of favor with many momentum investors and large Growth Fund investors. Yet, that will change. Too many people have bet against Michael Dell and been sorry about it a few months later. I feel that DELL is now on track for a RECORD quarter that will put the growth concerns to bed -- and that is what they need to deliver. They are also becoming much more of a web-based business -- by the end of 2000 over 50% of total sales will be generated online. New penetration of high margin fields like servers and storage is just ramping up in a major way. DELL's P/E is still well under 100 -- and it will probably stay there until the big money feels that the growth potential has been re-ignited. Hmmm..... this next quarter could be very interesting. Good Luck Investing Everyone. Regards, Scott