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

To: Mike Van Winkle who wrote (112558)	3/26/1999 9:33:00 AM
From: Platter	Respond to of 176387

From Briefing.com The "Briefing.com 10" - Fifth Edition Every so often, Briefing.com attempts to identify a group of ten tech stocks we contend are poised to outperform the market over the near- to intermediate-term. We have provided four such lists already, with the most recent Briefing 10 debuting on 1/12/99. The results of that tech portfolio, to date, are mixed. While we are disappointed with the fact that only 4 of the 10 stocks chosen are posting gains, we can at least take comfort in the knowledge that the portfolio (even with this limitation) has easily outperformed the major market indices by rising 11.5%. Over the same time period the Nasdaq, S&P 500 and DJIA were up by 2.1%, 2.1% and 2.3%, respectively. We enjoyed similar performance results (though with much higher winning percentages) with our first three editions of the Briefing 10. Today, we test fate and the law of averages once again. The current Briefing 10 is more heavily weighted in the Net sector, as we expect investors to continue paying huge premiums for expected growth. Remember, this list is meant as a starting point to your research, not an endpoint. And, of course, past performance is no guarantee of future results. The new "Briefing.com 10" Amazon.com (AMZN 139 7/8): Stock has spent nearly three months confined to a relatively narrow range... Similar sideways periods in the past have always been followed by major up moves... If company can post sequentially higher revenues in Q1, look for another big run. Cisco Systems (CSCO 107 7/16) After a brief hiatus from the Briefing 10, stock back on the list... This is simply one of the best managed tech companies on the planet... Fact that it happens to be in a major growth business doesn't hurt either... Like AMZN, stock has been consolidating just off its highs for several weeks... We expect another strong quarter to be just the medicine need to jump start stock and send it on its way to 125+. Conexant (CNXT 23 1/4) Spin-off of Rockwell, this chip company is doing a good job of growing its non-PC modem segments... Strong double-digit growth in these areas expected to return company to profitability sooner than was expected... Better than expected results and relatively low price/sales ratio suggest stock will extend its recent advance... Briefing.com target in the 27-30 range. Dell Computer (DELL 38 1/8): Stock one of three holdovers from last Briefing 10... Though DELL has struggled as of late amid concern that the PC industry is slowing, company offers exciting long-term growth opportunities given its much better than market/industry growth rates... Trouble in PC industry also seen as seasonal rather than permanent... It's a rare ocassion that this stock trades at a 30% discount to its 52-wk high. Microsoft (MSFT 179 15/16): Another carry over from last edition... Though stock no longer lagging behind rest of sector, Briefing.com contends that there is plenty of gas left in the tank... Success of Windows 98 just beginning of strong product cycle which should keep software giant delivering much better than market revenue and earnings growth... Company also gaining ground on AOL in battle for net share... Company also appears close to reaching a settlement with the Justice Department in its antitrustock due to split 2-for-1. Parametric (PMTC 20 5/8): Software company one of the few value plays in the group and the only real turnaround situation... Earnings took a hit last year due largely to the economic slowdown in Japan... However, with the Japanese/Asian economies on the mend, earnings are expected to turn around... Favorable comparison periods, strong product offerings, and discounted valuations also work in stock's favor... Our upside target is 25. Qwest Communications (QWST 71 5/8) The third and final hold over from the last edition... Aggressive management, recently completed fiber optic network, solid growth prospects and strong momentum leave stock well positioned to extend its rally over the next few months... Briefing.com contends that QWST is a core technology holding for growth oriented investors. Unisys (UIS 29 1/2): Computer services company has pulled back a bit recently after staging a dramatic advance in 1998... Pullback leaves stock trading at attractive valuation for long-term... Management has done an excellent job of paying down debt, transitioning business and restoring growth... Upside target 37-40. USWeb/CKS (USWB 42): Acquisition phase now over, company focusing on internal growth... As leading Web services company, Briefing.com expects USWB to continue outperforming rest of market... Growth rate pegged at 55% over next five years... And, how about this, company actually expected to be profitable - an oddity in the Net universe. Yahoo! (YHOO 179) One of the big three in the Internet arena, YHOO is taking steps to make sure that it stays at the top... Rumors persist that company is planning a bid for Broadcast.com (BCST)... Would be a nice fit for the long-term... Quite simply, YHOO is one of the better managed Net companies, it's profitable, and it will continue to grow top and bottom line at rates far in excess of the market/industry... Initial target is 200.

To: Mike Van Winkle who wrote (112558)	3/26/1999 9:34:00 AM
From: Frank Ferrari	Read Replies (1) \| Respond to of 176387

As MD said in one of the interviews, just wait until the buyers of these cheap PCs want to run Windows 2000, it just won't be possible.

To: Mike Van Winkle who wrote (112558)	3/26/1999 10:30:00 AM
From: nolimitz	Read Replies (3) \| Respond to of 176387

OT re; Packard bell. I was helping by kid brother "upgrade" a "simple" modem ove x-mas. what a freaking nightmare. That damm mother board would not let go of the original modem. cost us more to fix than the new modem.. never buy a cheap pc. IMHO

To: Mike Van Winkle who wrote (112558)	3/26/1999 11:05:00 AM
From: TheStockFairy	Respond to of 176387

I heard through very reliable sources that Mike Dell is opening a Mini-golf business named "Putt through 'Puters" On the ninth hole, I hear, you are going to have to make it through an CD drive in a server and bounce your ball off both P3's to make it in 1. There is another hole they call the "Drive through the Deli," where you have to putt around Mike Dell's body, which of course, is in a huge jar of Mayo. Although the course should be challenging, one shouldn't overlook the proposed 19th hole, where Dan Niles will be sitting and discussing interesting topics such as "Proper eyebrow clipping for the up-and-coming," "Where to get your shirts pressed in a recession" and "How to get Martha Stewart in the sack on under $4 per day." The idea sounds exciting, and it would of course lend to the bottom line! Long Dell and Loving it!!! TSF