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Technology Stocks : Dell Technologies Inc.

DELL 117.44

-1.6%

3:59 PM EST

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To: freeus who wrote (131642)	6/8/1999 10:48:00 AM
From: stockman_scott	Read Replies (2) of 176387

<< but my understanding from other conversations is that these ads simply are to show that Janus does what Lynch used to do for Magellen: actually goes to the company, watches business, and talks in person to CEOs of the company. In other words, they do on the site research.>> freeus: I think you are right. My hunch is that the Janus portfolio managers understand DELL and its future prospects MUCH BETTER than the typical Fund Managers. You don't see Janus playing around with the cyclicals -- I think it may be against their religion <GG>...I like to watch what Schloezel and his team at the Janus 20 are doing. A number of my relatives have some money in the Fund and have been very pleased with the performance. Most Fund Managers would dream of performing like the Janus 20 Fund -- yet they don't have the stomach to make BIG bets on their best high growth prospects and think LONG TERM. I think DELL will be a part of the Janus Funds for quite some time. DELL has great management and outstanding growth prospects. Best Regards, Scott

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