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Technology Stocks : Dell Technologies Inc.

DELL 129.98

-6.2%

Dec 12 9:30 AM EST

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To: Mohan Marette who wrote (90266)	1/20/1999 2:37:00 PM
From: stockman_scott	of 176387

What a market....I am glad that DELL continues to be the largest position in my IRA and my outside account. DELL is starting to shift into overdrive and IMO we should see a nice run in the next few weeks. I was fortunate to get into XCIT and INTU recently. They both have been performing very well since the beginning of the year. Today, I sold 1/3 of my XCIT position and bought more AOL and INTU. These firms should have very strong earnings releases and receive new investor support. Of course, we know DELL should have a BLOW OUT quarter and positive guidance going forward. Fasten your seatbelts! -Scott

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