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Technology Stocks : Dell Technologies Inc.

DELL 133.20

+5.7%

Nov 26 3:59 PM EST

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To: Mohan Marette who wrote (134138)	6/23/1999 4:32:00 PM
From: stockman_scott	Read Replies (2) of 176387

~OT~ Mohan: I'm wondering if DELL should have invested a little in Ariba <G>.....after all it's business to business e-commerce software may complement some of DELL's future efforts....Sure wish we all had some pre-Ipo shares....I think Morgan Stanley sold sold shares to everyone and their brother/sister .....Here was the close.... Closed @ 90 +291%. .vbg...!! ....Remember ARBA was priced at $18...raised to $23 and now we are near triple digits...It will be interesting to see where this stock is trading 6 months from now. I really believe in the company and its potential BUT it is priced for perfection....How can Mary Meeker issue a Strong Buy or Outperform with a good Conscience <G> ? ...Oh well...I am going to be patient and I prefer to selectively buy great net stocks at a reasonable price -- and not let my emotions enter into the buying. I think the internuts may correct again before the turn of the century. In fact I would almost bet on it.. DELL is rock solid and they are making BIG money -- and taking share like its going out of style. One of these days it will re-visit new highs again. IMO, DELL is a great core position for any long term portfolio . Best Regards, Scott

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