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Technology Stocks : Dell Technologies Inc.

DELL 125.37

+2.0%

12:27 PM EST

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To: SecularBull who wrote (49419)	6/30/1998 11:47:00 PM
From: PAL	Read Replies (1) of 176387

LoD: You may be right that Janus20 did not add any position in Dell. But with about $ 800M stake of a total around $ 9BB NAV, it shows confidence in Dell. This is what Janus20 manager says about Dell: The Fund's weigthing in technology helped drive its performance. Companies that excelled in this industry possessed strong managemen, solid earnings and long-term growth potential. Among the leaders was Dell Computer Corp, which recorded a 61% first-quarter increase in stock price. Dell serves as a model of efficiency and customer responsiveness in its industry. Unlike most of tis competitors, the company builds computers to customer specifications, and has a business model that continues to demonstrate superiority quarter after quarter. Although we all know that, it is always nice to hear from a fund manager who has a $ 800M exposure in Dell. Good Luck to All Paul

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