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Technology Stocks : Dell Technologies Inc.

DELL 140.41

+1.1%

3:59 PM EST

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To: stock bull who wrote (134244)	6/23/1999 11:25:00 PM
From: stockman_scott	Read Replies (1) of 176387

<< Aol 16.16% MSFT 6.12% Dell 5.51% If this keeps up, Dell is going to end up at the bottom of the list.>> stockbull: DELL is 5.5% of over $20 Billion that Janus 20 has invested...that's a nice chunk of change......If most large growth funds had the equivalent % in DELL, we would be in the 50s or beyond <G>. IMO, Janus may be a little top heavy with AOL.....I see more potential with YHOO, CMGI, and CSCO....Nothing wrong with AOL but they have A LOT of it....Janus is still very commited to DELL - - it wouldn't be a top 3 position if they had major concerns. They also have a track record that is tough to argue with....It will be interesting to see what % they have in DELL a few months from now-- when more of DELL's growth initiatives are outlined more clearly.!! Thanks again for the update. Best Regards, Scott

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