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

To: Teflon who wrote (21355)	4/22/1999 9:16:00 PM
From: JP Sullivan	Respond to of 74651

What kind of return are you expecting from SFE 9-12 months from this point? Judging by your enthusiasm, I'd say it has to be pretty fat--at least 100%--since MSFT already doubles on a regular basis and has a much longer track record. Winston

To: Teflon who wrote (21355)	4/22/1999 9:50:00 PM
From: Perry Ganz	Read Replies (2) \| Respond to of 74651

Hi Tef OT OT This guy has pegged DELL the last 2 Q's In the wake of IBM's (IBM:NYSE) good news, Piper Jaffray's Ashok Kumar, whose claim to fame in this column was his early warning on a falloff in Dell's (DELL:Nasdaq) sales momentum, is out with a new report that says, "The magic is back." He's talking about Dell. According to Kumar, whose commentary here caused the hostile React-o-Meter to spin out of control, recent checks now indicate that "Dell is on track to grow units about 15% sequentially and 50% year-on-year. ... This compares to our current estimates of 9% sequential growth." What's more, if Kumar is right, Dell clearly is gaining at Compaq's (CPQ:NYSE) expense. He says Dell is currently at 70% of Compaq's quarterly run rate. "If it maintains its current trajectory, it should surpass Compaq in the near future," he says. If Dell's momentum continues, Kumar says it should "translate to a revenue growth rate of 45% year on year to $5.7 billion. This represents a $200 million upside to our consensus revenue estimate. The 10% sequential revenue growth is impressive, not only because it is at the high-end of historical sequential growth, but also because it is off a larger base." thinkin 50 before earnings Perry