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

To: Teflon who wrote (20113)	4/8/1999 11:53:00 PM
From: taxman	Respond to of 74651

"how are those dell options treating you?" i recently exercised my 6.25 calls so i can't complain. most recent purchase was the 32.5 2001 call. "what did you think of the stocks reaction today to the analyst meeting?" a normal correction in my view. i continue to feel that dell will continue to grow earnings per share at 35% for at least two or three years so i look for it to come back into favor soon. even if box prices are coming down, almost all dell customers add on monitor, printer, software and other high margin items. if you wish, you can listen to ashook kumar's analysis of the meeting on vcall. i posted the link earlier today. good luck on theglobe.com tomorrow. regards regards

To: Teflon who wrote (20113)	4/9/1999 12:50:00 AM
From: taxman	Respond to of 74651

"Computer Systems & Peripherals Dell (DELL 45 -1 7/16) slid despite generally upbeat analyst meeting... Should be noted that stock ran up in advance of meeting on expected good news... Traders also adjusting to fact company will be growing by 35%-40% rather than 50%+... All computer companies should have such problems... Briefing.com expects stock to regain winning form and challenge 52-wk high over next few months." Content provided by Briefing.com, a product of Charter Media. Copyright © 1999 Charter Media, Inc. All rights reserved. see, someone agrees with me. regards