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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: kemble s. matter who wrote (150194)	1/3/2000 9:35:00 PM
From: calgal	Read Replies (2) of 176387

Hi Kemble, Patsy Walton e-mailed this to me today. By the way, before the Atlanta-49er game started tonight, Radio Shack was advertising Compaq's at 30% off. Leigh from MSN Investor site...... MSN: What are your top picks for the millennium? Kumar: There are a couple of themes we like. One is the storage theme, with the exploding growth of the Internet. We think vendors like Brocade (BRCD) are well-positioned to address that segment. On the component side, we still like Intel (INTC) because it is one of the primary building-block suppliers to the computer industry. And the company now is repositioning itself to be a building-block supplier to the Internet. On the hardware side, Dell (DELL) is well-positioned for the opportunities in the consumer and small-business segments, as well as the enterprise segment.

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