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Technology Stocks : Dell Technologies Inc.

DELL 122.55

+4.4%

Nov 21 9:30 AM EST

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To: OLDTRADER who wrote (144749)	10/18/1999 8:42:00 PM
From: stockman_scott	Read Replies (1) of 176387

William: It will be interesting to see what some of the large Funds do with their DELL in the next 24 hours. I believe that a number of Janus Funds have trimmed their DELL holdings or sold all of it (IBD tables have revealed this). The Janus 20 Fund still had DELL as a top 5 holding last time I checked. Will they hold through this warning period or cut their LARGE DELL position back...?? It's hard to tell. Some Funds are more patient than others. Right now the PC / hardware sector seems to be under pressure. I am confident that DELL will rise again -- yet, maybe not as soon as some investors expect. I will hold my remaining shares and ride this out. You are one of the largest DELL shareholders. Any thoughts tonight..?? Best Regards, Scott

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