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To: stock bull who wrote (127842)5/22/1999 12:52:00 PM
From: Boplicity  Read Replies (1) | Respond to of 176387
 
re: What's your take on Dell coming back and the continue sector rotation?

DELL have to grow into it's PE.

What Sector? Big caps, I believe it's close to being played out. Small caps, I believe will be selective not whole sale but has legs. The high tech market switch from PC centric to one that's is dominated by broadband, wireless or wireland, and big off line companies coming online (the term Net Company will disappear or mean less as more and more of the Sears, Walmarts, GMs of the world come online), is happening before your very eyes.

Greg



To: stock bull who wrote (127842)5/22/1999 1:26:00 PM
From: hdl  Read Replies (1) | Respond to of 176387
 
Things get cheaper for the same thing and smaller, but they get better and may hold their price because you get more. Computers are faster. Memory is larger. Storage is larger. They all get better in many ways. Monitors have bigger screens. Flat monitors are more expensive than old fashioned ones -but prices of flat screens come down rapidly. Printers, scanners, cameras and software all improve and get cheaper.


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