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

To: edamo who wrote (117433)	4/14/1999 1:30:00 PM
From: stock bull	Read Replies (1) \| Respond to of 176387

Edamo, re:<< ...is it me or do the cycles seem to become more and more compressed...used to be years for cyclical rotations, then six months, now down to weeks....techs, especially large caps out of favor....i think due to the "conflicting" reports, we are seeing a push-pull in the issues, like a tug of war...when one side falls in the mud, the momentum will return...>> Ed, you are correct, the cycles are getting shorter and shorter. Rotation generates a lot of commission dollars for the brokers. Re:<<...i'm curious how many 999 out the door systems does dell sell..if you have this figure, please post...go to a comp usa...no brand loyalty..cpq box, cheap monitor, no sole source responsiblity or warranty.>> Sorry, I don't know how many 999 systems Dell sells. However, the last time I checked the Dell web site and looked at their computers, the 999 computers looked liked a nice buy for what Dell is giving you. Need to go back to the web site and get updated on what they are doing. The last place I would buy a pc would be CompUsa. The majority of the sales people that I spoke to didn't know what they are doing...all the want to sell you is the store's service policy. All the profits made in the tech and internet stock run-up's are now moving elsewhere. Stock Bull

To: edamo who wrote (117433)	4/14/1999 2:19:00 PM
From: stockman_scott	Read Replies (2) \| Respond to of 176387

Mid-day update from the Street.com....FYI <<Most prominently, Intel was down 1 3/4, or 2.9%, to 58 13/16 after last night posting first-quarter earnings of 57 cents a share, 2 cents above the 33-analyst forecast and well ahead of the year-ago 36 cents. But the chipmaker said second-quarter revenue may be flat to slightly lower than the first quarter's $7.1 billion. Credit Suisse First Boston started coverage with a buy rating.>> I love how some of these Fund Managers think they'll get some serious growth in cyclicals, papers, heavy mfg..etc....SOME of these Funds are taking some profits on their DELL, INTC, holdings etc...yet they are replacing them with low quality stocks -- no SUSTAINED growth in sales and earnings. IMHO, only the tech sector delivers it in a robust way. Patience will pay off. INTC and DELL will start to move later this spring when folks realize they actually are Premiere Growth Stocks to own. Best Regards, Scott