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Technology Stocks : Dell Technologies Inc.
DELL 123.88-0.1%3:59 PM EST

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To: Boplicity who wrote (106129)3/2/1999 4:25:00 PM
From: stockman_scott  Read Replies (2) of 176387
 
OT ----- Greg: A great analysis of NTAP was posted on the M. Fool board. Here is the link:

boards.fool.com

The Network Attached Storage market is experiencing hypergrowth and NTAP is the major player. I picked up some shares this morning at $42 and added it to my farm team of high potential internet companies. DELL still is my largest holding (currently about 65% of total long term investments) going forward. Yet, I really like their strategic alliance with NTAP. We should hear more about this in the 2nd half of the year as DELL ramps up its marketing machine in the storage arena.

BTW, EMC is still an outstanding company. Many of my friends and relatives have invested in it. Yet, I feel that DELL's alliance partner -- NTAP -- will experience more profitable hypergrowth in the next 3-5 years.

Good luck with your decisions.

Regards,

Scott
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