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Technology Stocks
CSCO, MSFT, DELL and the future.

An SI Board Since March 1998

Posts	SubjectMarks	Bans	Symbol
46	1	0	MSFT

Emcee: FAISAL JILANI	Type: Unmoderated

Introduction Market Data Compact

For a period of 5 years these three stocks have outperformed every other tech stock on a consistant bases. Can they keep up with this amazing growth?

In my opnion of all the technology stocks, these three stocks will continue to outperform in the long run. I believe that the main reason that they copanies have out performed other tech stocks is because of the fact that the people running these companies have vision..........in the long run it all boils down to making the right decisions.

Some factors which i belive will ensure fast growth uptill year 2000 are:
1. Yr 2000 problem; a lot of business are replacing their old IT systems which requires new hardware and software investments.
2. Heavy migration from UNIX based systems to Windows NT.....NT 5.0 combined with faster chips will only speed up the migration process.
3. Europe is on a recovery and their efforts to combine their EU and currencies and other unification process will require new investments in technology.
4. Internet.....no sighs of slow down.
5. Gotta network all the computers.

In my opnion these companies are wel positioned to take good advantage of all these factors.........I belive that over the period of 2 years these three have the potential to outperform any other stock.
All comments nad views are appreciated.

F Jilani

Go to reply# or date (mm/dd/yy):

Reply	Message Preview	From	Recs	Posted
46	IN MY OPINION THESE COMPANIES ARE WELL POSITIONED TO TAKE GOOD ADVANTAGE OF ALL	lady1bug1	-	6/2/2000
45	Who would have thought that the market will take of like this? and yes who woul	FAISAL JILANI	-	12/31/1999
44	Nice to see what happens a year or so later. Cheers, Fred.	The Commander	-	11/21/1999
43	BANY,,,is tied in with DELL..,.guy's and gal's..you really need to	Jay Letterman	-	7/30/1998
42	CSCO, MSFT, DELL and LU.... I have dropped INTC in the last 4 months and luckil	Garry Welch	-	7/29/1998
41	When do you think msft will split!!!.....January? Mabe Dell also??? Will it get	Da Man 1	-	7/13/1998
40	Many resellers consider DEC its competitor and after cpq and DEC merging, many	FAISAL JILANI	-	6/1/1998
39	Dell .44c vs. .42c Good numbers. Anyone heard anything on the conference call	Richard Dustin Doyle	-	5/19/1998
38	Totally agree with you, Jim! We will find out in a couple of minutes if Dell i	Richard Dustin Doyle	-	5/19/1998
37	No I think $60 billion is stupid. Stock should trade @ 1-1.5 times sales. I ju	Jim Patterson	-	5/19/1998
36	<<and you get a current target of about $360.>> Are you serious??	Richard Dustin Doyle	-	5/19/1998
35	I see dell being bullish on its future growth Jim......lets see what happens to	FAISAL JILANI	-	5/19/1998
34	re:<< DELL will close at 100 by end of week. BUY BUY >> With DELL	Jim Patterson	-	5/13/1998
33	DELL will close at 100 by end of week. BUY BUY	Otis	-	5/12/1998
32	re: >>> I see a very strong number on may19th. Another Split announcem	Jim Patterson	-	5/12/1998
31	re: major resellers are alligning with dell after CPQ's merger with DEC.	Jim Patterson	-	5/12/1998
30	I see a very strong number on may19th. Another Split announcemet will take the	FAISAL JILANI	-	5/12/1998
29	DELL growing like crazy....major resellers are alligning with dell after CPQ&#	FAISAL JILANI	-	5/12/1998
28	2-3 years may be more like 2-3 months. The market is over due for a pullback.	Jim Patterson	-	5/5/1998
27	Good luck on DELL $100. At this point, I see no reason it can not happen. The n	Jim Patterson	-	5/5/1998
26	In principle, I agree. That's why I think this market may only have a 2 to	Walt Corey	-	5/5/1998
25	Looks like Dell is on fire again.....leaving CPQ and intc way behind. This tren	FAISAL JILANI	-	5/4/1998
24	I said that 2/3 of CPQ's CONSUMER PCs are shiping with AMD. I did not say a	Jim Patterson	-	4/7/1998
23	re: NSM new chip will be a failure in my view. INTC will dominate the scene I	Jim Patterson	-	4/7/1998
22	yes, agree: in the world of technology, no one can take anyting for granted and	Sonki	-	4/7/1998

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