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Technology Stocks : Dell Technologies Inc.

DELL 133.18

0.0%

Nov 28 12:59 PM EST

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To: Uncle Frank who wrote (116932)	4/13/1999 12:44:00 PM
From: stockman_scott	of 176387

<<CPQ is giving the PC industry a bad rep. That's an important observation, lebo. If the financial community decides the sector is in trouble, valuations will be reduced even for the good performers. Mr. 5fer is doing his best to drag the sector down with him, and may just succeed. >> Uncle Frank: I think you may be right -- atleast in the short term. Its a blessing that I have some high performing internut-related stocks in my portfolio -- they shrug off bad news like there is no tomorrow <GG> ...One of these days the big Funds will wake up and dump ALL of their CPQ -- IMO that stock needs to go down to the teens (to send the company a message). Of course DELL is evolving into more of an internet powerhouse each week and IMHO in May we'll hear a lot more about that. I can afford to be patient. I wish some of the large Value and Growth Fund Managers would do their homework -- many still don't understand what is happening. Of course I don't own any mutual funds <GG>.. Best Regards, Scott

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