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Technology Stocks : Dell Technologies Inc.

DELL 138.28

-1.5%

3:10 PM EST

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To: Sam Bose who wrote (137743)	7/26/1999 11:21:00 PM
From: kemble s. matter	Read Replies (1) of 176387

Sam, Hi!! RE: In contrast, at the same conference I had a run-in with Kim Polese, who manages American Century Growth. She dumped her entire DELL holding after Niles downgrade......gave me the same tired argument about valuation, slowing growth....I walked away with disgust. <G> Geez, Sam...If you have the chance ask her why she trusted Niles and not Kevin Rollins who appeared on Bloomberg the day after the earnings and told everyone: "Those that sell DELL will be sorry"...Guess she is just another one that hasn't the trust...Why are some folks so dumb? DELL has never never never deceived anyone...unless you consider they always "underestimate and then go overachieve"... Best, Kemble

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