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

To: Teflon who wrote (18612)	3/23/1999 12:05:00 PM
From: djia101362	Respond to of 74651

Dell has never been a buy and hold FOREVER stock. There is no doubt that Dell has been the best stock to own over the past 4 years aside from some kooky Inet stock. But Dell makes a commodity product with NO patentable technology. The only reason why Dell was Dell was because they could do the same thing all the other box makers were doing more efficiently. When you're running at 95% efficiency and say Gateway, Micron, and Compaq are running at 70% effieciency, it's alot easier for the other guys to get to 85% than for Dell to get to 99%. It was only a matter of time before Dell started losing their edge. Those who fail to recognize that Dell is now just another boxmaker will be sadly mistaken when Dell does not return 50-100% or more per year like we have seen in the past 4 years. Don't get me wrong, Dell is still a very good company but it just won't be able to put up the kind of amazing growth numbers we have become so used to seeing over the past 4 years. MSFT is #1

To: Teflon who wrote (18612)	3/23/1999 8:33:00 PM
From: Frank Ellis Morris	Read Replies (1) \| Respond to of 74651

IF DELL and Microsoft FALLS THEN ALL HELL Breaks Loose Nothing will be immuned to the carnage. The whole world will be watching and if Dell and Microsoft crumbles before the milenium, the world as we know it will no longer flourish. Chaos, economic storm and weather changes will prevail. Now is this not silly?? Why is Dell responsible for all the tech sell off?? It is those fuc8ing maniac manipulating analysts that are causing all the friction. Frank

To: Teflon who wrote (18612)	3/23/1999 8:34:00 PM
From: Mohan Marette	Read Replies (2) \| Respond to of 74651

Why is everybody blaming Dell,they haven't done anything.Check this out. techstocks.com

To: Teflon who wrote (18612)	3/23/1999 8:43:00 PM
From: stockman_scott	Respond to of 74651

There is A LOT of misinformation out in the market about DELL... Here is what the company had to say today: <<Dell's Rollins Says PC Market 'Healthy' With Nothing 'Abnormal' San Diego, March 23 (Bloomberg) -- Dell Computer Corp. Vice Chairman Kevin Rollins said the personal computer market is ''healthy'' and there's nothing ''abnormal'' in the quarter to alarm investors about business at the No. 1 PC direct seller. ''We don't see anything right now to suggest that we are off the trajectory,'' Rollins said in an interview. ''Our business is very healthy.'' Dell fell 2 to 35 7/8 in late trading. The shares have dropped 19 percent in the last 5 days as concern mounted that the company may be shipping fewer PCs than expected in the fiscal first quarter while the average price is lower. Rollins declined to give specific forecasts for the quarter that ends April 30, though he said competitors aren't cutting prices aggressively to gain sales at corporations and Dell is winning many of those sales. At the same time, he reiterated that Dell isn't interested in selling bargain-priced machines that cost well below $1,000. ''We're still not trying to attract first-time users,'' Rollins said. Dell started selling a $999 model, though Rollins doesn't consider that the low end of the market anymore. Some machines from competitors cost about $600 and one manufacturer, Microworkz Computer Corp., is offering a $299 version. Slowdown Dell's shares have been buffeted since February, when it reported a slowdown in sales growth to 38 percent in the fourth quarter. Its shares fell 8.1 percent on Feb. 17. Today, Rollins said Dell should have been more aggressive in cutting prices to win sales at the end of the last fiscal year. As a result, the company's earnings increased more than planned and sales faltered. ''We didn't move fast enough,'' Rollins said. Rollins said there is nothing about the computer market that will keep Dell from growing as fast as it has historically, though there may be physical limitations for such an enormous company. Being able to hire enough people and build enough buildings are two potential restrictions. ''Sometimes, physics takes over,'' Rollins said. ''At some point, it will.'' For the last three years, Dell has been the best-performing stock on the Standard & Poor's 500 Index, increasing in value about 35 times from a split-adjusted 1 5/64 at the end of 1995.>> --------------------------------------------------------------------------------------------------- ****Hmmm.....According to DELL there aren't any problems at all. Seems like a buying opportunity to me. Some of the naive ANALysts are trying to warn about a potential "Slowdown in the PC sector" I think this may be company specific. It's interesting that DLJ cut their DELL estimates yesterday. Look at the relationships between DLJ and Equitable. Who is Equitable -- the largest DELL shareholder outside of MSD himself. Well maybe some portfolio managers wanted some cheap shares. There are alot of games that are played on Wall Street. I TRUST the DELL management A LOT more than most ANALysts and media pundits. The truth will be known soon enough. And its actually possible that DELL could deliver a record performance. IMHO, DELL, MSFT, CSCO, and INTC will all lead the Nasdaq to new highs in the next 6 months. Best Regards, Scott