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Technology Stocks : Dell Technologies Inc.

DELL 135.98

+3.0%

3:59 PM EST

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To: GVTucker who wrote (156603)	4/26/2000 10:26:00 PM
From: Mike Van Winkle	Read Replies (1) of 176387

GVTucker re: People that are counting on those returns in the future will be sorely disappointed. I always looked at Intel's investments as strategic to Intel's future as they try to facilitate the creation of supporting technology for their products. Appreciation of those assets were secondary. As for Dell, I had thought they had ulterior motives for their investments also, such as securing sales. This makes their strategy different than other VC firms. Still, by placing T. Meredith over the investment effort, Dell is putting major attention on these investments. Thanks for your cautionary words, Mike

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