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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Stefan who wrote (29475)	4/10/1999 10:07:00 AM
From: Henry D	Read Replies (2) \| Respond to of 70976

will CPQ sends us back to 55 support next week????

To: Stefan who wrote (29475)	4/10/1999 11:04:00 AM
From: Tony Viola	Respond to of 70976

My last words on this exchange. You can wrap up if you want. This greatest bull market of all time has been, and will continue to be led by the best of the high tech companies. They are Intel, Cisco, and Microsoft, and of late, EMC, Sun Micro, AMAT, etc. There will be short term glitches caused by (far) less well managed companies like AMD and Compaq, but these will be few compared with the great successes of the best, who will by far dominate the overall scene and all the markets will do well by their leadership. Enjoy your Monday gains and don't spend it all in one place. Signed, Pollyanna

To: Stefan who wrote (29475)	4/10/1999 11:35:00 AM
From: Ian@SI	Read Replies (2) \| Respond to of 70976

Stefan, For someone who seems to be selectively bright, is there some reason why you missed out on other key statistics? 1. DELL made its earnings number. 2. Direct sales model is eating market share, PC retailers are losing to DELL, GTW, and other boxmakers converting to the Direct Sales model. 3. In its annual analysts conference Wednesday and Thursday, Dell confirmed that it would continue to grow at 3.5 to 4 times the rate of the rest of the industry; and that it would meet both earnings and sales estimates. As Laszlo Birinyi said on WSW a couple weeks ago, we've seen this technology recession 23 times in the 90's. After 23 times of watching this movie, Laszlo knows the ending. ... and I think I do too. FWIW, Ian.