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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Jill who wrote (2090)5/22/1999 12:38:00 AM
From: CNC   of 54805
 
Dell buying CMGI would destroy Dell. Dell does one thing well, make white boxes of computers to sell. Dell didn't change at all through the last two earnings periods, ( and yes, I held all mine through them too ), but the perception of paying 80 times earnings for the stock changed and Dell began its decline.

CNC
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