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

To: larry who wrote (18650)	3/23/1999 6:17:00 PM
From: Teflon	Read Replies (1) \| Respond to of 74651

--OT-- Listen guys (and gals, if applicable), if DELL goes low enough, the momentum traders are going to pounce on it like no tomorrow. That's a fact. And if DELL and the market keeps retreating at this pace, it will happen sooner rather than later. I see DELL needing to touch the 33-34 area before this happens, but it may not trade that far down. The good news is that this should help the overall market in the near term, and that is what I am interested in. As I have said over and over, the Street is going to require DELL to reinstate CONFIDENCE before any analyst gives them the benefit of the doubt like they have in times past. THIS IS A FACT. Too many reputations were laid to waste with DELL's last Q. Let's just pray that DELL does not preannounce any time soon. Regardless of how cheap their stock is, this would KILL the Market. The analyst's downgrade/revision has already set the ball in motion... Teflon

To: larry who wrote (18650)	3/23/1999 8:55:00 PM
From: stockman_scott	Read Replies (1) \| Respond to of 74651

<<How many big cap can claim that they can grow 35% yearly? I think that DELL is cheap now but its days of triple digit yearly gain is over.>> I agree with your first point. Actually DELL's growth should be back up between 40 and 50% in the next few quarters. I disagree with your second point. Right now DELL's earnings are growing faster than its sales. They are taking their business online and becoming more of an internet firm and moving aggressively into higher margin markets (like servers and storage)...Too many people have tried to bet against DELL in the past and regretted it... IMHO, DELL will continue to deliver triple digit returns to investors in the next few years. Just my thoughts. Regards, Scott