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Technology Stocks : Dell Technologies Inc.

DELL 120.53

+0.7%

Jan 16 9:30 AM EST

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To: Sig who wrote (153960)	2/16/2000 3:59:00 PM
From: stockman_scott	Read Replies (2) of 176387

~OT~....It's another great day to have a large position in CREE <G>... Wow, check out the CREE chart....it has become my largest position in my online IRA and I'm strapped in and enjoying the ride. I expect a split soon. IMO, CREE has the potential to perform in 2000 like JDSU performed in 1999. So far they are on track....In about 10 months we'll see if I'm right...!! I also like AWRE -- I re-entered this morning at around $51. Lots of upside from here if they really execute. MVIS has been added to my farm team as well (at around $50/share). Watch this pioneer from Bothel, Wa. CMGI is coiled and ready to take off again. IMO, the Alta Vista IPO and upcoming divine interVentures IPO will be great catalysts. CMGI owns stakes in both of these internet firms. DELL is recovering -- slowly but surely. My relatives still have alot of their shares. Yet, in the last year they got spoiled with stocks like CSCO, EMC and ORCL <G>.....2000 is a new year for DELL. It will be interesting to see how they continue to diversify 'outside the box'...!! Best Regards, Scott

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