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Technology Stocks : Dell Technologies Inc.

DELL 120.60

+1.8%

Jan 9 9:30 AM EST

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To: Rosemary who wrote (34370)	3/14/1998 4:18:00 PM
From: kemble s. matter	Read Replies (1) of 176387

Rosemary, Hi!!! This an excellent post with regards to WB....After reading one of his investment books while hunting the other year....I posed the same question to myself....obviously, it is much easier to Monday morning quarterback...but, quite frankly you are right!!! His investment intelligence doesn't impress me that much when he avoids the fastest growing industry in the history of the world....Yes, he has been successful...what % of his portfolio wouldn't have made his investors happier if he held a MSFT;INTC; CPQ;DELL...ETC....during the past ten or five years...IMO the more important question should be....why isn't he buying even at these prices...this whole industry is in the infancy... Best, Kemble

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